+42.2%
CVX vs PODD
-20.7%
+62.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.5% | +4.1% | +0.8% |
| 7D | -0.6% | -4.1% | +3.5% | -0.4% |
| 30D | +13.4% | +0.8% | +12.7% | +13.4% |
| 3M | +11.8% | -6.1% | +17.9% | +12.0% |
| 6M | +12.4% | -40.0% | +52.4% | +14.9% |
| YTD | +41.5% | -49.9% | +91.4% | +45.9% |
| 1Y | +41.6% | -59.3% | +100.9% | +47.8% |
| 3Y | +42.2% | -17.2% | +59.5% | +38.8% |
| All | +42.2% | -20.7% | +62.9% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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