+12.3%
QQQ vs CVX
+47.0%
-34.7%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.7% | +4.7% | -0.2% |
| 7D | -4.6% | -5.3% | +0.7% | -6.2% |
| 30D | -8.5% | +5.1% | -13.6% | -6.9% |
| 3M | -4.3% | +14.9% | -19.3% | +0.3% |
| 6M | +3.1% | +14.9% | -11.8% | +8.8% |
| YTD | +13.0% | +46.3% | -33.3% | +20.7% |
| 1Y | +12.3% | +47.0% | -34.8% | +20.2% |
| All | +12.3% | +47.0% | -34.7% | +20.2% |
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