+40.2%
CVX vs QID
-33.5%
+73.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.3% | -2.8% | -0.9% |
| 7D | +0.7% | +2.7% | -2.1% | +0.2% |
| 30D | +9.1% | +3.3% | +5.8% | +8.4% |
| 3M | +13.1% | -5.5% | +18.6% | +13.6% |
| 6M | +16.3% | -28.4% | +44.7% | +22.2% |
| YTD | +43.5% | -26.6% | +70.1% | +50.2% |
| 1Y | +40.2% | -34.1% | +74.3% | +53.1% |
| All | +40.2% | -33.5% | +73.6% | +53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 1y: compounded portfolio wealth divided by compounded QID 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…
1y analysis · Full analysis span regression · 6 months rolling