+42.2%
CVX vs TECH
-0.6%
+42.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.7% | +0.6% |
| 7D | -0.6% | +0.2% | -0.8% | -0.6% |
| 30D | +13.4% | +0.1% | +13.3% | +13.4% |
| 3M | +11.8% | +37.5% | -25.7% | +8.7% |
| 6M | +12.4% | +34.6% | -22.1% | +9.0% |
| YTD | +41.5% | +23.5% | +18.0% | +38.3% |
| 1Y | +41.6% | +34.4% | +7.2% | +36.5% |
| 3Y | +42.2% | +2.3% | +40.0% | +32.7% |
| All | +42.2% | -0.6% | +42.8% | +32.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling