+4,806.5%
CVX vs SNPS
+5,427.6%
-621.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.4% | +4.1% | -0.6% |
| 7D | +3.3% | -11.0% | +14.4% | +4.8% |
| 30D | +12.9% | -1.7% | +14.6% | +12.8% |
| 3M | +11.7% | -20.4% | +32.1% | +14.5% |
| 6M | +14.1% | -8.6% | +22.8% | +14.4% |
| YTD | +40.7% | -16.2% | +56.8% | +42.2% |
| 1Y | +37.5% | -34.6% | +72.1% | +41.0% |
| 3Y | +43.9% | -14.5% | +58.4% | +39.8% |
| 5Y | +161.5% | +17.0% | +144.5% | +139.3% |
| 10Y | +215.1% | +560.0% | -344.9% | +128.4% |
| All | +4,806.5% | +5,427.6% | -621.1% | +2,830.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling