+480.4%
CVX vs PODD
+796.9%
-316.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.1% | -0.5% | +1.3% |
| 7D | +3.4% | +4.1% | -0.7% | +2.8% |
| 30D | -1.0% | +13.9% | -14.8% | -2.9% |
| 3M | +12.2% | +4.1% | +8.1% | +11.2% |
| 6M | +20.3% | +2.4% | +17.9% | +18.8% |
| YTD | +48.3% | -46.4% | +94.7% | +59.5% |
| 1Y | +46.9% | -54.2% | +101.1% | +61.3% |
| 3Y | +73.1% | -6.9% | +80.0% | +67.9% |
| 5Y | +135.2% | -51.6% | +186.8% | +143.6% |
| 10Y | +214.4% | +329.3% | -114.9% | +120.2% |
| All | +480.4% | +796.9% | -316.6% | +182.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling