+126.1%
CVX vs SPOT
+120.4%
+5.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.2% |
| 7D | -6.2% | +1.0% | -7.3% | -6.3% |
| 30D | -0.4% | +14.6% | -14.9% | -1.2% |
| 3M | +9.3% | +18.4% | -9.1% | +8.2% |
| 6M | +18.4% | +45.1% | -26.7% | +15.7% |
| YTD | +42.5% | +4.4% | +38.1% | +41.5% |
| 1Y | +41.0% | -2.7% | +43.7% | +40.7% |
| 3Y | +67.5% | +254.6% | -187.0% | +52.0% |
| All | +126.1% | +120.4% | +5.7% | +104.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling