+43.5%
CVX vs LTH
+43.6%
-0.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.7% | +3.6% | +1.8% |
| 7D | +1.0% | -4.0% | +5.0% | +0.6% |
| 30D | +10.7% | -1.7% | +12.3% | +10.5% |
| 3M | +15.5% | +28.0% | -12.5% | +17.6% |
| 6M | +14.9% | +54.1% | -39.2% | +17.6% |
| YTD | +44.2% | +57.1% | -12.9% | +46.8% |
| 1Y | +43.5% | +45.8% | -2.3% | +45.1% |
| All | +43.5% | +43.6% | -0.1% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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