+55.3%
BE vs CVX
+47.0%
+8.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -3.7% | -2.7% | -8.8% |
| 7D | -12.1% | -5.3% | -6.8% | -15.3% |
| 30D | -30.1% | +5.1% | -35.2% | -27.5% |
| 3M | -12.1% | +14.9% | -27.1% | -3.9% |
| 6M | -30.6% | +14.9% | -45.4% | -21.1% |
| YTD | +130.6% | +46.3% | +84.3% | +124.6% |
| 1Y | +55.3% | +47.0% | +8.3% | +55.1% |
| All | +55.3% | +47.0% | +8.3% | +55.1% |
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