+167.0%
CVX vs GNRC
-58.7%
+225.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.9% | -2.3% | +0.4% |
| 7D | +2.6% | -0.2% | +2.8% | +2.6% |
| 30D | +9.8% | -15.7% | +25.6% | +11.1% |
| 3M | +16.2% | -27.3% | +43.5% | +18.5% |
| 6M | +13.6% | -12.1% | +25.7% | +13.3% |
| YTD | +44.4% | +37.1% | +7.3% | +37.4% |
| 1Y | +40.6% | -0.5% | +41.1% | +37.5% |
| 3Y | +48.2% | +61.5% | -13.3% | +36.5% |
| All | +167.0% | -58.7% | +225.7% | +160.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 5y: compounded portfolio wealth divided by compounded GNRC 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…
5y analysis · Full analysis span regression · 6 months rolling