+172.2%
CVX vs PEG
+33.9%
+138.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.3% | +3.2% | +2.2% |
| 7D | +1.0% | -0.1% | +1.0% | +1.0% |
| 30D | +10.7% | -1.7% | +12.4% | +11.1% |
| 3M | +15.5% | -6.8% | +22.3% | +17.4% |
| 6M | +14.9% | -11.4% | +26.3% | +18.0% |
| YTD | +44.2% | -7.2% | +51.4% | +46.1% |
| 1Y | +43.5% | -6.1% | +49.6% | +44.7% |
| 3Y | +45.0% | +31.8% | +13.2% | +30.8% |
| 5Y | +172.2% | +35.6% | +136.5% | +141.6% |
| All | +172.2% | +33.9% | +138.3% | +141.6% |
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