+43.5%
CVX vs SNPS
-35.6%
+79.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.9% |
| 7D | +1.0% | -5.5% | +6.4% | +0.7% |
| 30D | +10.7% | -4.5% | +15.1% | +10.5% |
| 3M | +15.5% | -15.5% | +31.0% | +14.9% |
| 6M | +14.9% | -10.1% | +25.0% | +14.6% |
| YTD | +44.2% | -16.3% | +60.5% | +43.5% |
| 1Y | +43.5% | -34.9% | +78.5% | +41.9% |
| All | +43.5% | -35.6% | +79.2% | +41.9% |
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