+3,025.2%
CVX vs O
+5,387.7%
-2,362.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.0% |
| 7D | +3.3% | -0.7% | +4.1% | +3.6% |
| 30D | +12.9% | -1.9% | +14.8% | +13.6% |
| 3M | +11.7% | +3.8% | +7.9% | +10.2% |
| 6M | +14.1% | -4.7% | +18.9% | +15.7% |
| YTD | +40.7% | +12.5% | +28.2% | +34.6% |
| 1Y | +37.5% | +10.8% | +26.7% | +32.1% |
| 3Y | +43.9% | +28.8% | +15.2% | +29.6% |
| 5Y | +161.5% | +13.2% | +148.3% | +144.2% |
| 10Y | +215.1% | +53.5% | +161.7% | +161.5% |
| All | +3,025.2% | +5,387.7% | -2,362.6% | +1,179.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling