+1,560.3%
CVX vs VRSN
+7,122.6%
-5,562.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +2.0% | +1.5% |
| 7D | +1.6% | +0.1% | +1.5% | +1.6% |
| 30D | -0.6% | +3.6% | -4.2% | -1.0% |
| 3M | +11.0% | +10.8% | +0.2% | +9.7% |
| 6M | +18.4% | +9.9% | +8.5% | +17.0% |
| YTD | +45.9% | +29.8% | +16.1% | +41.3% |
| 1Y | +46.7% | +26.3% | +20.4% | +42.4% |
| 3Y | +71.6% | +53.5% | +18.1% | +62.5% |
| 5Y | +131.4% | +34.8% | +96.7% | +121.0% |
| 10Y | +209.3% | +291.0% | -81.7% | +168.2% |
| All | +1,560.3% | +7,122.6% | -5,562.3% | +949.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling