+450.6%
CVX vs PODD
+767.5%
-317.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.8% | -1.0% |
| 7D | +3.3% | +1.6% | +1.7% | +3.1% |
| 30D | +12.9% | +10.7% | +2.2% | +11.2% |
| 3M | +11.7% | +0.7% | +11.0% | +10.9% |
| 6M | +14.1% | -39.3% | +53.4% | +21.1% |
| YTD | +40.7% | -48.1% | +88.8% | +52.4% |
| 1Y | +37.5% | -57.4% | +94.9% | +52.8% |
| 3Y | +43.9% | -23.3% | +67.2% | +43.3% |
| 5Y | +161.5% | -51.3% | +212.7% | +170.8% |
| 10Y | +215.1% | +242.0% | -26.9% | +128.2% |
| All | +450.6% | +767.5% | -317.0% | +169.6% |
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