+170.6%
CVX vs VIAV
+128.3%
+42.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.5% | +4.1% | -0.3% |
| 7D | +0.7% | +11.2% | -10.5% | +0.1% |
| 30D | +9.1% | -2.6% | +11.7% | +9.1% |
| 3M | +13.1% | -20.1% | +33.2% | +13.9% |
| 6M | +16.3% | +25.8% | -9.6% | +12.2% |
| YTD | +43.5% | +109.9% | -66.4% | +31.0% |
| 1Y | +40.2% | +214.3% | -174.1% | +21.6% |
| 3Y | +44.2% | +281.6% | -237.4% | +20.3% |
| 5Y | +170.6% | +132.6% | +38.0% | +138.2% |
| All | +170.6% | +128.3% | +42.3% | +138.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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