+209.5%
CVX vs TECH
+187.7%
+21.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.4% | +1.4% |
| 7D | +1.6% | +0.2% | +1.4% | +1.6% |
| 30D | -0.6% | +0.5% | -1.1% | -0.7% |
| 3M | +11.0% | +1.0% | +10.0% | +10.8% |
| 6M | +18.4% | +54.1% | -35.6% | +8.9% |
| YTD | +45.9% | +24.4% | +21.5% | +38.1% |
| 1Y | +46.7% | +19.3% | +27.4% | +39.9% |
| 3Y | +71.6% | +28.5% | +43.1% | +54.4% |
| 5Y | +131.4% | -41.0% | +172.4% | +146.7% |
| All | +209.5% | +187.7% | +21.7% | +94.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling