-17.3%
META vs CVX
+37.2%
-54.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +0.5% |
| 7D | +6.7% | +3.3% | +3.4% | +8.0% |
| 30D | +4.8% | +12.9% | -8.1% | +9.3% |
| 3M | -1.6% | +11.7% | -13.3% | +2.6% |
| 6M | -7.5% | +14.1% | -21.6% | -4.7% |
| YTD | -6.4% | +40.7% | -47.1% | -4.7% |
| 1Y | -17.3% | +37.5% | -54.8% | -16.0% |
| All | -17.3% | +37.2% | -54.5% | -16.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling