+37.5%
CVX vs O
+11.2%
+26.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.1% |
| 7D | +3.3% | -0.7% | +4.1% | +3.5% |
| 30D | +12.9% | -1.9% | +14.8% | +13.3% |
| 3M | +11.7% | +3.8% | +7.9% | +11.1% |
| 6M | +14.1% | -4.7% | +18.9% | +16.1% |
| YTD | +40.7% | +12.5% | +28.2% | +32.6% |
| 1Y | +37.5% | +10.8% | +26.7% | +31.4% |
| All | +37.5% | +11.2% | +26.3% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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