+73.1%
CVX vs OMC
+29.7%
+43.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.5% |
| 7D | +3.4% | +1.9% | +1.6% | +3.2% |
| 30D | -1.0% | +12.2% | -13.2% | -2.4% |
| 3M | +12.2% | +0.6% | +11.6% | +12.0% |
| 6M | +20.3% | +21.0% | -0.7% | +16.4% |
| YTD | +48.3% | +12.4% | +35.9% | +44.8% |
| 1Y | +46.9% | +25.4% | +21.5% | +39.3% |
| 3Y | +73.1% | +29.2% | +43.9% | +51.3% |
| All | +73.1% | +29.7% | +43.4% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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