+47.0%
CVX vs ON
+41.6%
+5.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.9% | -1.8% | -3.8% |
| 7D | -5.3% | -5.8% | +0.5% | -5.7% |
| 30D | +5.1% | -17.1% | +22.2% | +4.0% |
| 3M | +14.9% | -11.8% | +26.8% | +14.2% |
| 6M | +14.9% | -30.2% | +45.0% | +14.0% |
| YTD | +46.3% | +31.6% | +14.8% | +51.5% |
| 1Y | +47.0% | +47.6% | -0.5% | +52.5% |
| All | +47.0% | +41.6% | +5.4% | +52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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