+67.5%
CVX vs O
+39.4%
+28.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -6.2% | +3.5% | -9.8% | -6.8% |
| 30D | -0.4% | +10.4% | -10.8% | -2.3% |
| 3M | +9.3% | -2.4% | +11.7% | +9.8% |
| 6M | +18.4% | -1.2% | +19.6% | +18.5% |
| YTD | +42.5% | +10.4% | +32.1% | +38.9% |
| 1Y | +41.0% | +11.4% | +29.6% | +37.3% |
| 3Y | +67.5% | +40.4% | +27.1% | +57.0% |
| All | +67.5% | +39.4% | +28.1% | +57.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling