+222.0%
CVX vs ACI
+17.4%
+204.7%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.3% |
| 7D | +0.7% | -7.1% | +7.8% | +1.5% |
| 30D | +9.1% | -4.5% | +13.6% | +9.7% |
| 3M | +13.1% | -22.3% | +35.3% | +16.0% |
| 6M | +16.3% | -28.4% | +44.7% | +20.4% |
| YTD | +43.5% | -29.5% | +73.0% | +48.8% |
| 1Y | +40.2% | -34.2% | +74.4% | +46.4% |
| 3Y | +44.2% | -45.7% | +89.9% | +53.6% |
| 5Y | +170.6% | -40.8% | +211.4% | +181.4% |
| All | +222.0% | +17.4% | +204.7% | +224.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling