+170.6%
CVX vs SPMO
+145.0%
+25.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.4% | +0.1% |
| 7D | +0.7% | +0.1% | +0.6% | +0.6% |
| 30D | +9.1% | -0.7% | +9.8% | +9.3% |
| 3M | +13.1% | +2.8% | +10.2% | +10.4% |
| 6M | +16.3% | +24.4% | -8.2% | +2.7% |
| YTD | +43.5% | +24.2% | +19.3% | +26.6% |
| 1Y | +40.2% | +24.5% | +15.7% | +23.1% |
| 3Y | +44.2% | +155.6% | -111.3% | -24.2% |
| 5Y | +170.6% | +148.2% | +22.4% | +40.6% |
| All | +170.6% | +145.0% | +25.6% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 5y: compounded portfolio wealth divided by compounded SPMO 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…
5y analysis · Full analysis span regression · 6 months rolling