+42.2%
CVX vs SNPS
-14.2%
+56.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.0% | +0.6% |
| 7D | -0.6% | -5.5% | +4.9% | -0.5% |
| 30D | +13.4% | -5.8% | +19.2% | +13.5% |
| 3M | +11.8% | -17.2% | +29.0% | +12.3% |
| 6M | +12.4% | -10.4% | +22.8% | +12.4% |
| YTD | +41.5% | -16.5% | +58.0% | +41.8% |
| 1Y | +41.6% | -35.6% | +77.2% | +43.0% |
| 3Y | +42.2% | -14.6% | +56.9% | +38.9% |
| All | +42.2% | -14.2% | +56.4% | +38.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling