+41.9%
CVX vs SE
+193.7%
-151.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.3% |
| 7D | +3.3% | -6.1% | +9.4% | +3.5% |
| 30D | +12.9% | -2.5% | +15.3% | +12.9% |
| 3M | +11.7% | +21.7% | -10.0% | +11.0% |
| 6M | +14.1% | +27.0% | -12.9% | +13.0% |
| YTD | +40.7% | -12.1% | +52.8% | +42.3% |
| 1Y | +37.5% | -40.9% | +78.4% | +43.1% |
| All | +41.9% | +193.7% | -151.7% | +28.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling