+69.8%
CVX vs GEN
+63.2%
+6.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.5% | +0.1% |
| 7D | -9.7% | +2.3% | -12.0% | -9.9% |
| 30D | +3.6% | +33.1% | -29.4% | +0.8% |
| 3M | +13.3% | +6.5% | +6.9% | +12.3% |
| 6M | +16.9% | +53.8% | -36.9% | +10.0% |
| YTD | +43.4% | +11.2% | +32.2% | +42.2% |
| 1Y | +44.5% | +19.4% | +25.1% | +41.3% |
| All | +69.8% | +63.2% | +6.6% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 3y: compounded portfolio wealth divided by compounded GEN 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…
3y analysis · Full analysis span regression · 6 months rolling