+41.9%
CVX vs ACWI
+78.9%
-37.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +3.3% | +0.5% | +2.8% | +3.2% |
| 30D | +12.9% | +0.9% | +12.0% | +12.5% |
| 3M | +11.7% | +2.4% | +9.3% | +10.7% |
| 6M | +14.1% | +12.4% | +1.8% | +8.4% |
| YTD | +40.7% | +15.2% | +25.5% | +31.4% |
| 1Y | +37.5% | +22.7% | +14.8% | +23.1% |
| All | +41.9% | +78.9% | -37.0% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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