+42.2%
CVX vs GEN
+57.7%
-15.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.3% | +0.9% |
| 7D | -0.6% | -0.7% | +0.1% | -0.5% |
| 30D | +13.4% | +2.6% | +10.8% | +13.0% |
| 3M | +11.8% | +15.8% | -4.0% | +9.8% |
| 6M | +12.4% | +33.1% | -20.7% | +8.3% |
| YTD | +41.5% | +11.3% | +30.2% | +40.3% |
| 1Y | +41.6% | +1.7% | +39.9% | +42.6% |
| 3Y | +42.2% | +58.1% | -15.9% | +37.5% |
| All | +42.2% | +57.7% | -15.5% | +37.5% |
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