+2,898.8%
CVX vs VIAV
+3,306.1%
-407.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +11.2% | -10.6% | -0.4% |
| 7D | -0.6% | +11.3% | -11.9% | -1.6% |
| 30D | +13.4% | -1.0% | +14.4% | +13.2% |
| 3M | +11.8% | -20.5% | +32.3% | +13.1% |
| 6M | +12.4% | +39.0% | -26.5% | +7.1% |
| YTD | +41.5% | +117.5% | -76.0% | +28.4% |
| 1Y | +41.6% | +233.8% | -192.2% | +22.9% |
| 3Y | +42.2% | +295.4% | -253.2% | +20.0% |
| 5Y | +166.0% | +134.3% | +31.7% | +133.6% |
| 10Y | +207.2% | +398.7% | -191.5% | +152.4% |
| All | +2,898.8% | +3,306.1% | -407.3% | +1,895.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling