+4,683.6%
CVX vs PEG
+2,907.1%
+1,776.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.1% | -1.2% |
| 7D | +3.3% | +0.7% | +2.6% | +3.0% |
| 30D | +12.9% | -2.4% | +15.3% | +14.0% |
| 3M | +11.7% | -4.8% | +16.5% | +13.9% |
| 6M | +14.1% | -10.7% | +24.8% | +19.3% |
| YTD | +40.7% | -6.7% | +47.4% | +43.9% |
| 1Y | +37.5% | -6.8% | +44.3% | +40.4% |
| 3Y | +43.9% | +34.5% | +9.5% | +21.5% |
| 5Y | +161.5% | +35.8% | +125.7% | +116.0% |
| 10Y | +215.1% | +141.7% | +73.4% | +97.6% |
| All | +4,683.6% | +2,907.1% | +1,776.6% | +1,154.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling