+40.8%
CVX vs SNAP
-24.5%
+65.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.5% |
| 7D | -0.6% | +1.5% | -2.1% | -0.5% |
| 30D | +13.4% | +1.9% | +11.6% | +13.7% |
| 3M | +11.8% | -3.9% | +15.7% | +12.5% |
| 6M | +12.4% | +5.2% | +7.2% | +14.8% |
| YTD | +41.5% | -32.7% | +74.2% | +43.4% |
| All | +40.8% | -24.5% | +65.3% | +42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 SNAP 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