+67.9%
CVX vs PINS
-38.0%
+105.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +0.9% |
| 7D | -1.7% | -9.4% | +7.7% | -1.4% |
| 30D | -0.8% | -10.2% | +9.4% | -0.5% |
| 3M | +9.4% | -19.0% | +28.4% | +10.3% |
| 6M | +17.5% | -7.4% | +24.9% | +17.4% |
| YTD | +43.8% | -25.7% | +69.6% | +46.1% |
| 1Y | +41.9% | -29.7% | +71.6% | +44.9% |
| All | +67.9% | -38.0% | +105.9% | +68.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling