+47.3%
CVX vs INDA
+6.8%
+40.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.5% |
| 7D | +0.7% | -3.6% | +4.3% | +0.8% |
| 30D | +9.1% | -4.0% | +13.1% | +9.2% |
| 3M | +13.1% | +1.7% | +11.4% | +12.7% |
| 6M | +16.3% | -3.6% | +19.9% | +16.9% |
| YTD | +43.5% | -11.0% | +54.5% | +47.4% |
| 1Y | +40.2% | -9.5% | +49.7% | +43.2% |
| All | +47.3% | +6.8% | +40.5% | +42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 3y: compounded portfolio wealth divided by compounded INDA 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…
3y analysis · Full analysis span regression · 6 months rolling