+37.5%
CVX vs SNPS
-33.5%
+71.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.4% | +4.1% | -1.5% |
| 7D | +3.3% | -11.0% | +14.4% | +2.8% |
| 30D | +12.9% | -1.7% | +14.6% | +12.8% |
| 3M | +11.7% | -20.4% | +32.1% | +11.0% |
| 6M | +14.1% | -8.6% | +22.8% | +13.9% |
| YTD | +40.7% | -16.2% | +56.8% | +40.0% |
| 1Y | +37.5% | -34.6% | +72.1% | +36.0% |
| All | +37.5% | -33.5% | +71.0% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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