+4,683.6%
CVX vs LSCC
+10,808.2%
-6,124.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.0% | -3.3% | -1.5% |
| 7D | +3.3% | +1.3% | +2.0% | +3.2% |
| 30D | +12.9% | -9.7% | +22.6% | +13.9% |
| 3M | +11.7% | -23.7% | +35.4% | +13.9% |
| 6M | +14.1% | +26.5% | -12.3% | +9.5% |
| YTD | +40.7% | +57.5% | -16.8% | +31.4% |
| 1Y | +37.5% | +75.7% | -38.2% | +26.5% |
| 3Y | +43.9% | +19.5% | +24.5% | +33.9% |
| 5Y | +161.5% | +83.8% | +77.7% | +126.3% |
| 10Y | +215.1% | +1,772.4% | -1,557.3% | +110.3% |
| All | +4,683.6% | +10,808.2% | -6,124.6% | +2,389.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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