+16,554.9%
INTC vs CVX
+4,836.1%
+11,718.8%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +0.6% | +8.5% | +8.8% |
| 7D | +17.4% | -0.6% | +18.0% | +17.7% |
| 30D | +2.8% | +13.4% | -10.7% | -2.5% |
| 3M | -5.3% | +11.8% | -17.1% | -10.5% |
| 6M | +140.6% | +12.4% | +128.2% | +124.1% |
| YTD | +183.1% | +41.5% | +141.6% | +138.9% |
| 1Y | +326.8% | +41.6% | +285.2% | +259.3% |
| 3Y | +179.4% | +42.2% | +137.2% | +133.6% |
| 5Y | +111.7% | +166.0% | -54.2% | +32.8% |
| 10Y | +253.8% | +207.2% | +46.6% | +97.7% |
| All | +16,554.9% | +4,836.1% | +11,718.8% | +3,519.8% |
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