+172.2%
CVX vs GE
+422.6%
-250.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.8% | +4.7% | +2.3% |
| 7D | +1.0% | -1.2% | +2.2% | +1.1% |
| 30D | +10.7% | -11.3% | +21.9% | +12.5% |
| 3M | +15.5% | -1.4% | +16.9% | +15.1% |
| 6M | +14.9% | +1.2% | +13.7% | +13.5% |
| YTD | +44.2% | +5.9% | +38.3% | +40.4% |
| 1Y | +43.5% | +18.4% | +25.1% | +35.5% |
| 3Y | +45.0% | +271.0% | -226.0% | -3.1% |
| 5Y | +172.2% | +417.9% | -245.8% | +53.1% |
| All | +172.2% | +422.6% | -250.5% | +53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded GE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling