+47.0%
CVX vs SIMO
+94.5%
-47.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -9.6% | +5.9% | -3.9% |
| 7D | -5.3% | -16.9% | +11.5% | -5.8% |
| 30D | +5.1% | -35.4% | +40.5% | +3.8% |
| 3M | +14.9% | -31.9% | +46.8% | +14.0% |
| 6M | +14.9% | -19.3% | +34.2% | +14.4% |
| YTD | +46.3% | +98.5% | -52.1% | +55.5% |
| 1Y | +47.0% | +100.5% | -53.5% | +56.4% |
| All | +47.0% | +94.5% | -47.4% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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