+2,582.5%
CVX vs PAAS
+1,235.6%
+1,346.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -1.0% |
| 7D | +3.3% | -2.9% | +6.2% | +3.7% |
| 30D | +12.9% | +6.8% | +6.1% | +11.8% |
| 3M | +11.7% | -2.9% | +14.6% | +11.4% |
| 6M | +14.1% | -16.4% | +30.6% | +15.1% |
| YTD | +40.7% | 0.0% | +40.7% | +38.0% |
| 1Y | +37.5% | +54.3% | -16.8% | +27.3% |
| 3Y | +43.9% | +230.7% | -186.7% | +18.5% |
| 5Y | +161.5% | +111.6% | +49.8% | +123.3% |
| 10Y | +215.1% | +211.7% | +3.4% | +140.8% |
| All | +2,582.5% | +1,235.6% | +1,346.9% | +1,773.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling