+27.8%
INTC vs CVX
+133.8%
-105.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.6% | -4.2% | -2.9% |
| 7D | +6.0% | +3.4% | +2.6% | +5.2% |
| 30D | -39.2% | -1.0% | -38.2% | -39.2% |
| 3M | -42.9% | +12.2% | -55.1% | -44.7% |
| 6M | -50.4% | +20.3% | -70.7% | -53.2% |
| YTD | +61.7% | +48.3% | +13.4% | +37.6% |
| 1Y | +66.1% | +46.9% | +19.2% | +41.8% |
| 3Y | +58.1% | +73.1% | -15.0% | +27.5% |
| All | +27.8% | +133.8% | -105.9% | -8.0% |
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 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