+46.7%
CVX vs IBB
+30.0%
+16.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.2% | +3.6% | +0.8% |
| 7D | +1.6% | +1.6% | 0.0% | +2.1% |
| 30D | -0.6% | +6.7% | -7.3% | +1.6% |
| 3M | +11.0% | +6.3% | +4.7% | +13.8% |
| 6M | +18.4% | +23.9% | -5.5% | +29.5% |
| YTD | +45.9% | +26.6% | +19.3% | +61.5% |
| 1Y | +46.7% | +29.6% | +17.0% | +61.9% |
| All | +46.7% | +30.0% | +16.6% | +61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling