+140.9%
CVX vs PINS
-14.1%
+155.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -1.1% |
| 7D | +3.3% | -12.0% | +15.4% | +4.7% |
| 30D | +12.9% | -12.7% | +25.6% | +14.4% |
| 3M | +11.7% | -5.5% | +17.2% | +12.0% |
| 6M | +14.1% | +5.3% | +8.9% | +12.6% |
| YTD | +40.7% | -21.2% | +61.9% | +42.8% |
| 1Y | +37.5% | -45.0% | +82.5% | +45.0% |
| 3Y | +43.9% | -26.2% | +70.2% | +42.4% |
| 5Y | +161.5% | -64.0% | +225.4% | +175.3% |
| All | +140.9% | -14.1% | +155.0% | +56.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling