+126.1%
CVX vs TECH
-40.2%
+166.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -6.2% | +0.2% | -6.5% | -6.3% |
| 30D | -0.4% | +0.5% | -0.9% | -0.4% |
| 3M | +9.3% | +1.1% | +8.2% | +9.2% |
| 6M | +18.4% | +51.0% | -32.6% | +13.1% |
| YTD | +42.5% | +24.4% | +18.1% | +38.4% |
| 1Y | +41.0% | +27.4% | +13.6% | +36.4% |
| 3Y | +67.5% | +28.5% | +39.0% | +57.6% |
| 5Y | +126.1% | -40.9% | +167.0% | +120.5% |
| All | +126.1% | -40.2% | +166.3% | +120.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling