+170.6%
CVX vs INDA
+4.5%
+166.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.2% |
| 7D | +0.7% | -3.6% | +4.3% | +1.5% |
| 30D | +9.1% | -4.0% | +13.1% | +10.1% |
| 3M | +13.1% | +1.7% | +11.4% | +12.3% |
| 6M | +16.3% | -3.6% | +19.9% | +17.1% |
| YTD | +43.5% | -11.0% | +54.5% | +48.7% |
| 1Y | +40.2% | -9.5% | +49.7% | +44.2% |
| 3Y | +44.2% | +7.6% | +36.6% | +36.0% |
| 5Y | +170.6% | +4.8% | +165.8% | +153.9% |
| All | +170.6% | +4.5% | +166.1% | +153.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling