+40.2%
CVX vs ON
+44.2%
-4.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.7% | -0.6% |
| 7D | +0.7% | -4.7% | +5.4% | +0.4% |
| 30D | +9.1% | -13.5% | +22.6% | +8.3% |
| 3M | +13.1% | -36.3% | +49.4% | +11.3% |
| 6M | +16.3% | +17.8% | -1.5% | +17.0% |
| YTD | +43.5% | +29.6% | +13.9% | +43.6% |
| 1Y | +40.2% | +45.8% | -5.6% | +38.6% |
| All | +40.2% | +44.2% | -4.1% | +38.6% |
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