+4,942.5%
CVX vs GE
+2,937.7%
+2,004.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.5% |
| 7D | +3.4% | +2.7% | +0.8% | +2.4% |
| 30D | -1.0% | +8.1% | -9.0% | -4.0% |
| 3M | +12.2% | -7.9% | +20.0% | +14.3% |
| 6M | +20.3% | +12.9% | +7.4% | +13.3% |
| YTD | +48.3% | +8.2% | +40.1% | +39.2% |
| 1Y | +46.9% | +9.7% | +37.2% | +36.9% |
| 3Y | +73.1% | +266.1% | -193.0% | +1.4% |
| 5Y | +135.2% | +407.4% | -272.2% | +19.0% |
| 10Y | +214.4% | +150.3% | +64.1% | +84.8% |
| All | +4,942.5% | +2,937.7% | +2,004.8% | +1,201.7% |
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