+33,471.1%
ORCL vs CVX
+4,807.9%
+28,663.3%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.3% | +4.4% | +3.5% |
| 7D | +5.3% | +3.3% | +1.9% | +3.9% |
| 30D | +10.0% | +12.9% | -2.9% | +5.1% |
| 3M | -32.6% | +11.7% | -44.3% | -35.6% |
| 6M | +4.9% | +14.1% | -9.2% | -1.1% |
| YTD | -17.8% | +40.7% | -58.4% | -28.4% |
| 1Y | -28.0% | +37.5% | -65.5% | -36.9% |
| 3Y | +36.0% | +43.9% | -7.9% | +15.2% |
| 5Y | +88.7% | +161.5% | -72.7% | +24.1% |
| 10Y | +346.9% | +215.1% | +131.8% | +152.9% |
| All | +33,471.1% | +4,807.9% | +28,663.3% | +7,455.1% |
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