-49.5%
ORCL vs CVX
+47.0%
-96.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.7% | +1.7% | -2.9% |
| 7D | -14.4% | -5.3% | -9.1% | -15.5% |
| 30D | -12.8% | +5.1% | -17.9% | -11.3% |
| 3M | -14.8% | +14.9% | -29.7% | -11.8% |
| 6M | -30.9% | +14.9% | -45.7% | -28.2% |
| YTD | -35.7% | +46.3% | -82.0% | -34.5% |
| 1Y | -49.5% | +47.0% | -96.5% | -48.3% |
| All | -49.5% | +47.0% | -96.5% | -48.3% |
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