+1,383.2%
STX vs CVX
+42.1%
+1,341.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.6% | +5.9% | +6.5% |
| 7D | +10.7% | -0.6% | +11.3% | +10.7% |
| 30D | +11.3% | +13.4% | -2.2% | +11.2% |
| 3M | +3.2% | +11.8% | -8.6% | +3.6% |
| 6M | +157.0% | +12.4% | +144.5% | +156.0% |
| YTD | +229.2% | +41.5% | +187.7% | +213.6% |
| 1Y | +381.8% | +41.6% | +340.2% | +357.1% |
| 3Y | +1,383.2% | +42.2% | +1,340.9% | +1,273.2% |
| All | +1,383.2% | +42.1% | +1,341.1% | +1,273.2% |
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 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