-28.1%
BE vs CVX
+18.1%
-46.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.4% | -5.0% | -1.7% |
| 7D | +20.5% | +1.6% | +18.9% | +23.2% |
| 30D | -23.4% | -0.6% | -22.7% | -23.2% |
| 3M | -14.9% | +11.0% | -25.9% | +3.1% |
| 6M | -28.1% | +18.4% | -46.5% | +5.0% |
| All | -28.1% | +18.1% | -46.1% | +5.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling