+162.6%
CVX vs GPC
+30.9%
+131.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -1.5% |
| 7D | +3.3% | +1.2% | +2.1% | +3.1% |
| 30D | +12.9% | +6.0% | +6.9% | +11.5% |
| 3M | +11.7% | +42.6% | -30.9% | +3.0% |
| 6M | +14.1% | +22.8% | -8.6% | +8.8% |
| YTD | +40.7% | +15.5% | +25.2% | +35.3% |
| 1Y | +37.5% | +2.0% | +35.5% | +36.6% |
| 3Y | +43.9% | -1.4% | +45.4% | +40.6% |
| All | +162.6% | +30.9% | +131.7% | +122.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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