+43.3%
CVX vs Q
+79.8%
-36.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.5% | -1.9% | +0.9% |
| 7D | +2.6% | +4.9% | -2.3% | +3.2% |
| 30D | +9.8% | -11.0% | +20.8% | +8.5% |
| 3M | +16.2% | -15.2% | +31.4% | +14.8% |
| 6M | +13.6% | +8.8% | +4.8% | +15.0% |
| YTD | +44.4% | +55.1% | -10.7% | +48.5% |
| All | +43.3% | +79.8% | -36.5% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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