+16,011.1%
STX vs CVX
+1,419.7%
+14,591.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.3% | +7.6% | +7.0% |
| 7D | +2.4% | +3.3% | -1.0% | +0.7% |
| 30D | +1.4% | +12.9% | -11.5% | -4.5% |
| 3M | -8.2% | +11.7% | -19.9% | -13.6% |
| 6M | +127.0% | +14.1% | +112.9% | +109.0% |
| YTD | +209.1% | +40.7% | +168.5% | +154.4% |
| 1Y | +365.4% | +37.5% | +327.9% | +284.7% |
| 3Y | +1,135.4% | +43.9% | +1,091.5% | +876.7% |
| 5Y | +991.5% | +161.5% | +830.0% | +509.8% |
| 10Y | +3,695.8% | +215.1% | +3,480.7% | +1,638.4% |
| All | +16,011.1% | +1,419.7% | +14,591.4% | +2,889.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling