+130.0%
CVX vs PEG
+43.5%
+86.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.3% |
| 7D | +3.4% | +4.5% | -1.1% | +2.4% |
| 30D | -1.0% | +7.5% | -8.5% | -2.7% |
| 3M | +12.2% | +0.8% | +11.4% | +11.9% |
| 6M | +20.3% | 0.0% | +20.3% | +20.1% |
| YTD | +48.3% | -3.0% | +51.3% | +48.6% |
| 1Y | +46.9% | -4.7% | +51.6% | +47.9% |
| 3Y | +73.1% | +36.5% | +36.6% | +54.6% |
| All | +130.0% | +43.5% | +86.6% | +100.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 5y: compounded portfolio wealth divided by compounded PEG 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…
5y analysis · Full analysis span regression · 6 months rolling