+146.9%
CVX vs PINS
-23.0%
+169.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -9.2% | +11.1% | +2.9% |
| 7D | +1.0% | -13.9% | +14.8% | +2.5% |
| 30D | +10.7% | -25.0% | +35.6% | +13.9% |
| 3M | +15.5% | -16.6% | +32.1% | +17.2% |
| 6M | +14.9% | -7.0% | +21.9% | +14.8% |
| YTD | +44.2% | -29.4% | +73.6% | +48.0% |
| 1Y | +43.5% | -49.9% | +93.4% | +52.7% |
| 3Y | +45.0% | -33.6% | +78.6% | +45.0% |
| 5Y | +172.2% | -66.8% | +239.0% | +188.4% |
| All | +146.9% | -23.0% | +169.9% | +61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 10y: compounded portfolio wealth divided by compounded PINS 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…
10y analysis · Full analysis span regression · 6 months rolling