+548.8%
PLTR vs CVX
+172.5%
+376.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.4% | -1.1% |
| 7D | 0.0% | +1.0% | -0.9% | -0.3% |
| 30D | -3.3% | +10.7% | -13.9% | -6.6% |
| 3M | +28.4% | +15.5% | +12.9% | +21.4% |
| 6M | +8.4% | +14.9% | -6.5% | +2.2% |
| YTD | -4.6% | +44.2% | -48.8% | -18.4% |
| 1Y | +4.4% | +43.5% | -39.1% | -10.7% |
| 3Y | +1,020.5% | +45.0% | +975.5% | +833.9% |
| 5Y | +548.8% | +172.2% | +376.6% | +305.9% |
| All | +548.8% | +172.5% | +376.3% | +305.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling