+4,683.6%
CVX vs GE
+2,981.7%
+1,702.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -1.7% |
| 7D | +3.3% | -1.6% | +4.9% | +3.8% |
| 30D | +12.9% | -11.6% | +24.4% | +17.4% |
| 3M | +11.7% | +3.0% | +8.7% | +9.6% |
| 6M | +14.1% | -0.5% | +14.7% | +11.6% |
| YTD | +40.7% | +9.7% | +30.9% | +32.3% |
| 1Y | +37.5% | +20.0% | +17.5% | +24.8% |
| 3Y | +43.9% | +275.8% | -231.9% | -16.2% |
| 5Y | +161.5% | +429.1% | -267.6% | +31.0% |
| 10Y | +215.1% | +151.2% | +63.9% | +86.2% |
| All | +4,683.6% | +2,981.7% | +1,702.0% | +1,137.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling