+4,683.6%
CVX vs PFE
+3,346.7%
+1,336.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | 0.0% | -0.9% |
| 7D | +3.3% | +1.8% | +1.6% | +2.8% |
| 30D | +12.9% | +10.2% | +2.7% | +9.5% |
| 3M | +11.7% | +12.7% | -1.0% | +7.6% |
| 6M | +14.1% | +10.5% | +3.6% | +10.2% |
| YTD | +40.7% | +20.2% | +20.5% | +32.2% |
| 1Y | +37.5% | +24.1% | +13.4% | +27.3% |
| 3Y | +43.9% | -3.6% | +47.5% | +41.8% |
| 5Y | +161.5% | -20.9% | +182.3% | +167.9% |
| 10Y | +215.1% | +35.8% | +179.3% | +169.3% |
| All | +4,683.6% | +3,346.7% | +1,336.9% | +2,115.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 PFE 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