+91.3%
QQQ vs CVX
+43.5%
+47.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | -1.3% | +0.7% | -1.9% | -1.3% |
| 30D | -1.4% | +9.1% | -10.5% | -2.2% |
| 3M | +2.3% | +13.1% | -10.8% | +1.2% |
| 6M | +16.9% | +16.3% | +0.6% | +14.4% |
| YTD | +15.6% | +43.5% | -27.9% | +7.4% |
| 1Y | +22.6% | +40.2% | -17.5% | +14.5% |
| All | +91.3% | +43.5% | +47.8% | +70.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling