+651.6%
PLTR vs CVX
+132.3%
+519.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -0.9% |
| 7D | +10.7% | +1.6% | +9.1% | +10.1% |
| 30D | -17.8% | -0.6% | -17.1% | -17.7% |
| 3M | +0.3% | +11.0% | -10.7% | -3.4% |
| 6M | +26.2% | +18.4% | +7.7% | +17.8% |
| YTD | -3.5% | +45.9% | -49.4% | -17.9% |
| 1Y | -6.8% | +46.7% | -53.5% | -21.1% |
| 3Y | +772.3% | +71.6% | +700.7% | +582.2% |
| 5Y | +651.6% | +131.4% | +520.1% | +419.7% |
| All | +651.6% | +132.3% | +519.2% | +419.7% |
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