+40.6%
CVX vs XLY
-2.6%
+43.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.9% |
| 7D | +2.6% | -1.7% | +4.3% | +2.1% |
| 30D | +9.8% | -4.2% | +14.0% | +8.4% |
| 3M | +16.2% | -2.7% | +18.9% | +15.5% |
| 6M | +13.6% | -0.6% | +14.3% | +14.2% |
| YTD | +44.4% | -5.0% | +49.4% | +45.7% |
| 1Y | +40.6% | -4.1% | +44.7% | +39.8% |
| All | +40.6% | -2.6% | +43.2% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 XLY 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