+9,411.2%
INTC vs CVX
+5,073.5%
+4,337.7%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.6% | -4.2% | -3.2% |
| 7D | +6.0% | +3.4% | +2.6% | +4.6% |
| 30D | -39.2% | -1.0% | -38.2% | -39.1% |
| 3M | -42.9% | +12.2% | -55.1% | -45.9% |
| 6M | -50.4% | +20.3% | -70.7% | -54.9% |
| YTD | +61.7% | +48.3% | +13.4% | +33.0% |
| 1Y | +66.1% | +46.9% | +19.2% | +37.0% |
| 3Y | +58.1% | +73.1% | -15.0% | +21.9% |
| 5Y | +27.9% | +135.2% | -107.4% | -15.9% |
| 10Y | +111.1% | +214.4% | -103.2% | +16.3% |
| All | +9,411.2% | +5,073.5% | +4,337.7% | +1,915.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling