+4,683.6%
CVX vs VZ
+1,012.0%
+3,671.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.0% |
| 7D | +3.3% | +0.1% | +3.3% | +3.3% |
| 30D | +12.9% | +7.9% | +5.0% | +10.0% |
| 3M | +11.7% | +13.6% | -1.9% | +6.8% |
| 6M | +14.1% | +1.1% | +13.0% | +13.3% |
| YTD | +40.7% | +29.3% | +11.4% | +28.2% |
| 1Y | +37.5% | +21.2% | +16.3% | +27.8% |
| 3Y | +43.9% | +75.9% | -32.0% | +16.1% |
| 5Y | +161.5% | +24.1% | +137.4% | +134.9% |
| 10Y | +215.1% | +62.4% | +152.7% | +159.1% |
| All | +4,683.6% | +1,012.0% | +3,671.6% | +2,308.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 VZ 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