+20.5%
CVX vs INFQ
-6.9%
+27.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.9% | +4.8% | +1.7% |
| 7D | +1.0% | +4.8% | -3.9% | +1.3% |
| 30D | +10.7% | +13.4% | -2.8% | +11.8% |
| 3M | +15.5% | -3.3% | +18.8% | +16.6% |
| 6M | +14.9% | +13.7% | +1.2% | +19.4% |
| All | +20.5% | -6.9% | +27.5% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 all: compounded portfolio wealth divided by compounded INFQ 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…
all analysis · Full analysis span regression · 6 months rolling