+130.0%
CVX vs SPXS
-83.0%
+213.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.8% |
| 7D | +3.4% | -7.5% | +10.9% | +2.3% |
| 30D | -1.0% | +5.3% | -6.3% | 0.0% |
| 3M | +12.2% | +9.7% | +2.5% | +14.0% |
| 6M | +20.3% | -4.6% | +24.9% | +19.8% |
| YTD | +48.3% | -25.8% | +74.1% | +41.9% |
| 1Y | +46.9% | -28.8% | +75.7% | +39.6% |
| 3Y | +73.1% | -80.2% | +153.3% | +35.3% |
| All | +130.0% | -83.0% | +213.1% | +84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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