+40.2%
CVX vs SBAC
-2.7%
+42.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.4% | -0.4% |
| 7D | +0.7% | -5.3% | +6.0% | +0.8% |
| 30D | +9.1% | +0.4% | +8.7% | +9.1% |
| 3M | +13.1% | -11.9% | +25.0% | +13.0% |
| 6M | +16.3% | -4.5% | +20.7% | +16.0% |
| YTD | +43.5% | -4.3% | +47.8% | +42.4% |
| 1Y | +40.2% | -3.9% | +44.0% | +39.5% |
| All | +40.2% | -2.7% | +42.8% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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