+17.5%
CVX vs PINS
-8.2%
+25.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +1.1% |
| 7D | -1.7% | -9.4% | +7.7% | -2.7% |
| 30D | -0.8% | -10.2% | +9.4% | -1.7% |
| 3M | +9.4% | -19.0% | +28.4% | +8.2% |
| 6M | +17.5% | -7.4% | +24.9% | +18.2% |
| All | +17.5% | -8.2% | +25.7% | +18.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling