+4,743.7%
CVX vs GEN
+8,652.2%
-3,908.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | -6.2% | +1.0% | -7.2% | -6.3% |
| 30D | -0.4% | +29.1% | -29.4% | -2.7% |
| 3M | +9.3% | +2.9% | +6.4% | +8.6% |
| 6M | +18.4% | +33.6% | -15.2% | +14.7% |
| YTD | +42.5% | +12.0% | +30.4% | +39.8% |
| 1Y | +41.0% | +16.2% | +24.9% | +38.0% |
| 3Y | +67.5% | +65.1% | +2.4% | +58.1% |
| 5Y | +126.1% | +33.3% | +92.8% | +115.7% |
| 10Y | +198.8% | +149.7% | +49.1% | +165.1% |
| All | +4,743.7% | +8,652.2% | -3,908.5% | +3,174.8% |
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