+214.5%
CVX vs ACN
+148.3%
+66.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | +3.4% | -3.8% | +7.3% | +4.8% |
| 30D | -1.0% | +16.5% | -17.5% | -6.7% |
| 3M | +12.2% | +41.5% | -29.3% | -2.7% |
| 6M | +20.3% | +60.1% | -39.7% | -2.4% |
| YTD | +48.3% | -3.9% | +52.3% | +46.5% |
| 1Y | +46.9% | +4.1% | +42.8% | +39.5% |
| 3Y | +73.1% | -15.9% | +89.0% | +73.5% |
| 5Y | +135.2% | -26.3% | +161.6% | +145.3% |
| All | +214.5% | +148.3% | +66.3% | +61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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