+131.4%
CVX vs PODD
-52.9%
+184.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.5% |
| 7D | +1.6% | -4.4% | +6.0% | +1.9% |
| 30D | -0.6% | +8.1% | -8.7% | -1.2% |
| 3M | +11.0% | +2.9% | +8.1% | +10.7% |
| 6M | +18.4% | -5.7% | +24.2% | +18.4% |
| YTD | +45.9% | -47.5% | +93.4% | +51.5% |
| 1Y | +46.7% | -55.7% | +102.3% | +54.1% |
| 3Y | +71.6% | -3.7% | +75.3% | +68.1% |
| 5Y | +131.4% | -52.6% | +184.0% | +149.1% |
| All | +131.4% | -52.9% | +184.3% | +149.1% |
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