+267.1%
DELL vs CVX
+14.0%
+253.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.9% | -1.7% | +1.3% |
| 7D | +8.7% | +1.0% | +7.8% | +9.3% |
| 30D | +16.9% | +10.7% | +6.2% | +23.3% |
| 3M | +40.4% | +15.5% | +24.9% | +53.6% |
| 6M | +267.1% | +14.9% | +252.2% | +294.9% |
| All | +267.1% | +14.0% | +253.1% | +294.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CVX.
Daily Out/Under-Performance
Portfolio return minus CVX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVX 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 6mo: compounded portfolio wealth divided by compounded CVX 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…
6mo analysis · Full analysis span regression · 6 months rolling