+103.2%
INTC vs CVX
+169.1%
-65.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +2.0% | +2.5% |
| 7D | +7.5% | +2.6% | +4.8% | +6.8% |
| 30D | +2.0% | +9.8% | -7.9% | -0.4% |
| 3M | -12.0% | +16.2% | -28.2% | -15.6% |
| 6M | +114.5% | +13.6% | +100.9% | +104.3% |
| YTD | +179.0% | +44.4% | +134.6% | +140.0% |
| 1Y | +318.3% | +40.6% | +277.7% | +263.2% |
| 3Y | +171.2% | +48.2% | +123.0% | +128.4% |
| All | +103.2% | +169.1% | -65.8% | +38.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling