+1,227.8%
BE vs CVX
+172.5%
+1,055.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.9% | -4.8% | -3.7% |
| 7D | +23.9% | +1.0% | +23.0% | +23.4% |
| 30D | +27.8% | +10.7% | +17.2% | +22.1% |
| 3M | +3.7% | +15.5% | -11.8% | -3.9% |
| 6M | +78.0% | +14.9% | +63.1% | +62.6% |
| YTD | +209.9% | +44.2% | +165.7% | +147.5% |
| 1Y | +389.6% | +43.5% | +346.1% | +289.7% |
| 3Y | +1,730.6% | +45.0% | +1,685.6% | +1,320.3% |
| 5Y | +1,227.8% | +172.2% | +1,055.7% | +590.8% |
| All | +1,227.8% | +172.5% | +1,055.3% | +590.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling