+43.5%
CVX vs SPOT
-26.9%
+70.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.1% | +3.0% | +1.9% |
| 7D | +1.0% | -6.5% | +7.5% | +1.1% |
| 30D | +10.7% | +2.2% | +8.5% | +10.6% |
| 3M | +15.5% | +5.4% | +10.1% | +15.4% |
| 6M | +14.9% | -4.0% | +18.9% | +14.7% |
| YTD | +44.2% | -9.9% | +54.1% | +44.5% |
| 1Y | +43.5% | -27.3% | +70.8% | +40.8% |
| All | +43.5% | -26.9% | +70.4% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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