+47.0%
CVX vs SE
-48.0%
+95.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +4.5% | -8.1% | -3.2% |
| 7D | -5.3% | +6.7% | -12.0% | -4.6% |
| 30D | +5.1% | -17.2% | +22.3% | +3.2% |
| 3M | +14.9% | -28.0% | +43.0% | +11.5% |
| 6M | +14.9% | -6.1% | +21.0% | +14.8% |
| YTD | +46.3% | -37.1% | +83.5% | +45.6% |
| 1Y | +47.0% | -48.8% | +95.8% | +45.4% |
| All | +47.0% | -48.0% | +95.0% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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