+309.8%
BE vs CVX
+42.2%
+267.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.6% | +6.1% | +7.0% |
| 7D | +9.0% | +2.6% | +6.4% | +10.5% |
| 30D | +16.3% | +9.8% | +6.4% | +21.9% |
| 3M | +10.8% | +16.2% | -5.4% | +22.6% |
| 6M | +73.2% | +13.6% | +59.6% | +86.5% |
| YTD | +217.4% | +44.4% | +173.0% | +211.6% |
| 1Y | +309.8% | +40.6% | +269.2% | +262.6% |
| All | +309.8% | +42.2% | +267.6% | +262.6% |
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