+43.5%
CVX vs STLA
-41.2%
+84.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.9% | +3.8% | +1.8% |
| 7D | +1.0% | +0.4% | +0.6% | +1.0% |
| 30D | +10.7% | -5.2% | +15.9% | +10.3% |
| 3M | +15.5% | -24.9% | +40.3% | +13.5% |
| 6M | +14.9% | -25.2% | +40.1% | +12.4% |
| YTD | +44.2% | -51.4% | +95.6% | +42.9% |
| 1Y | +43.5% | -40.7% | +84.2% | +43.5% |
| All | +43.5% | -41.2% | +84.7% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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