+85.4%
BE vs CVX
+48.4%
+37.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.6% | -6.6% | -4.0% |
| 7D | +10.8% | +3.4% | +7.4% | +13.0% |
| 30D | -19.8% | -1.0% | -18.8% | -20.1% |
| 3M | -18.7% | +12.2% | -30.9% | -12.9% |
| 6M | -33.7% | +20.3% | -54.1% | -25.4% |
| YTD | +121.0% | +48.3% | +72.7% | +94.6% |
| 1Y | +85.4% | +46.9% | +38.5% | +70.1% |
| All | +85.4% | +48.4% | +37.0% | +70.1% |
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