+164.3%
INTC vs CVX
+43.5%
+120.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.1% | -5.5% |
| 7D | +9.4% | +0.7% | +8.8% | +9.3% |
| 30D | +2.7% | +9.1% | -6.5% | +1.0% |
| 3M | -6.3% | +13.1% | -19.4% | -8.3% |
| 6M | +114.5% | +16.3% | +98.2% | +103.1% |
| YTD | +171.9% | +43.5% | +128.4% | +128.6% |
| 1Y | +305.0% | +40.2% | +264.9% | +244.3% |
| All | +164.3% | +43.5% | +120.8% | +112.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling