+4,683.6%
CVX vs TECH
+101,053.8%
-96,370.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +3.3% | +0.1% | +3.2% | +3.3% |
| 30D | +12.9% | +0.7% | +12.2% | +12.8% |
| 3M | +11.7% | +36.3% | -24.6% | +7.5% |
| 6M | +14.1% | +25.6% | -11.4% | +10.3% |
| YTD | +40.7% | +23.7% | +17.0% | +35.9% |
| 1Y | +37.5% | +37.6% | -0.1% | +30.8% |
| 3Y | +43.9% | -6.6% | +50.5% | +41.0% |
| 5Y | +161.5% | -42.2% | +203.7% | +167.0% |
| 10Y | +215.1% | +187.6% | +27.5% | +167.7% |
| All | +4,683.6% | +101,053.8% | -96,370.2% | +2,714.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling