+166.0%
CVX vs PODD
-53.4%
+219.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.5% | +4.1% | +0.8% |
| 7D | -0.6% | -4.1% | +3.5% | -0.3% |
| 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% | +15.8% |
| YTD | +41.5% | -49.9% | +91.4% | +47.5% |
| 1Y | +41.6% | -59.3% | +100.9% | +49.6% |
| 3Y | +42.2% | -17.2% | +59.5% | +40.9% |
| 5Y | +166.0% | -53.0% | +219.0% | +182.2% |
| All | +166.0% | -53.4% | +219.4% | +182.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling