+47.0%
CVX vs ROKU
+53.8%
-6.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.5% | -5.2% | -3.6% |
| 7D | -5.3% | +4.8% | -10.1% | -4.9% |
| 30D | +5.1% | +6.1% | -1.0% | +5.7% |
| 3M | +14.9% | +10.5% | +4.5% | +16.0% |
| 6M | +14.9% | +29.2% | -14.3% | +17.5% |
| YTD | +46.3% | +50.0% | -3.7% | +51.9% |
| 1Y | +47.0% | +53.4% | -6.4% | +53.7% |
| All | +47.0% | +53.8% | -6.8% | +53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 ROKU 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