+102.4%
STX vs CVX
+48.4%
+54.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.6% | -4.7% | -2.2% |
| 7D | +14.6% | +3.4% | +11.2% | +16.6% |
| 30D | -26.0% | -1.0% | -25.0% | -26.2% |
| 3M | -42.6% | +12.2% | -54.8% | -37.8% |
| 6M | -35.3% | +20.3% | -55.6% | -25.4% |
| YTD | +92.5% | +48.3% | +44.2% | +154.0% |
| 1Y | +102.4% | +46.9% | +55.5% | +173.7% |
| All | +102.4% | +48.4% | +54.0% | +173.7% |
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 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