+40.2%
CVX vs VRSN
+2.8%
+37.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.5% |
| 7D | +0.7% | -1.5% | +2.2% | +0.7% |
| 30D | +9.1% | +0.7% | +8.4% | +9.1% |
| 3M | +13.1% | +0.6% | +12.5% | +13.0% |
| 6M | +16.3% | +21.7% | -5.5% | +18.3% |
| YTD | +43.5% | +20.0% | +23.5% | +46.1% |
| 1Y | +40.2% | +3.2% | +37.0% | +46.6% |
| All | +40.2% | +2.8% | +37.3% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 1y: compounded portfolio wealth divided by compounded VRSN 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…
1y analysis · Full analysis span regression · 6 months rolling