+1,683.3%
BE vs CVX
+44.2%
+1,639.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.9% | -4.8% | -3.3% |
| 7D | +23.9% | +1.0% | +23.0% | +23.6% |
| 30D | +27.8% | +10.7% | +17.2% | +24.3% |
| 3M | +3.7% | +15.5% | -11.8% | -0.7% |
| 6M | +78.0% | +14.9% | +63.1% | +67.4% |
| YTD | +209.9% | +44.2% | +165.7% | +153.9% |
| 1Y | +389.6% | +43.5% | +346.1% | +299.4% |
| All | +1,683.3% | +44.2% | +1,639.1% | +1,183.6% |
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 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