+4,775.6%
CVX vs GEN
+8,588.0%
-3,812.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +0.9% |
| 3M | +13.3% | +6.5% | +6.9% | +12.3% |
| 6M | +16.9% | +53.8% | -36.9% | +11.8% |
| YTD | +43.4% | +11.2% | +32.2% | +40.8% |
| 1Y | +44.5% | +19.4% | +25.1% | +41.0% |
| 3Y | +64.0% | +81.0% | -17.1% | +53.5% |
| 5Y | +126.4% | +33.4% | +93.0% | +115.9% |
| 10Y | +209.4% | +164.3% | +45.1% | +173.3% |
| All | +4,775.6% | +8,588.0% | -3,812.5% | +3,198.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling