+217.2%
CVX vs SNPS
+585.0%
-367.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.7% |
| 7D | +0.7% | -4.6% | +5.3% | +1.5% |
| 30D | +9.1% | -3.3% | +12.5% | +9.4% |
| 3M | +13.1% | -13.8% | +26.8% | +15.3% |
| 6M | +16.3% | -8.2% | +24.5% | +16.4% |
| YTD | +43.5% | -15.4% | +58.9% | +45.3% |
| 1Y | +40.2% | +2.4% | +37.7% | +35.1% |
| 3Y | +44.2% | -13.5% | +57.7% | +32.7% |
| 5Y | +170.6% | +19.5% | +151.2% | +115.4% |
| All | +217.2% | +585.0% | -367.8% | +25.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling