+41.6%
CVX vs STM
+95.2%
-53.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.5% |
| 7D | -0.6% | +5.2% | -5.8% | -0.2% |
| 30D | +13.4% | -7.4% | +20.8% | +12.9% |
| 3M | +11.8% | -30.6% | +42.5% | +9.9% |
| 6M | +12.4% | +66.4% | -53.9% | +15.1% |
| YTD | +41.5% | +101.1% | -59.6% | +44.9% |
| 1Y | +41.6% | +97.4% | -55.8% | +44.6% |
| All | +41.6% | +95.2% | -53.6% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 STM 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