+48.0%
CVX vs OTIS
-12.0%
+60.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.1% | +3.0% | +2.0% |
| 7D | +1.0% | -2.2% | +3.1% | +1.2% |
| 30D | +10.7% | -4.3% | +15.0% | +11.2% |
| 3M | +15.5% | -2.2% | +17.7% | +15.6% |
| 6M | +14.9% | -19.9% | +34.8% | +19.3% |
| YTD | +44.2% | -19.3% | +63.5% | +49.2% |
| 1Y | +43.5% | -19.6% | +63.1% | +48.5% |
| All | +48.0% | -12.0% | +60.0% | +48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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