+64.0%
CVX vs PAAS
+182.2%
-118.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.6% | -0.2% |
| 7D | -9.7% | +8.4% | -18.1% | -9.9% |
| 30D | +3.6% | -7.2% | +10.8% | +3.8% |
| 3M | +13.3% | -14.0% | +27.4% | +13.7% |
| 6M | +16.9% | -26.8% | +43.6% | +18.0% |
| YTD | +43.4% | -19.8% | +63.2% | +42.4% |
| 1Y | +44.5% | +22.8% | +21.7% | +37.5% |
| 3Y | +64.0% | +183.6% | -119.7% | +38.8% |
| All | +64.0% | +182.2% | -118.2% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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