+214.5%
CVX vs ALL
+377.9%
-163.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.3% | +1.5% |
| 7D | +3.4% | +5.0% | -1.6% | +0.9% |
| 30D | -1.0% | +13.3% | -14.3% | -7.2% |
| 3M | +12.2% | +3.2% | +9.0% | +9.9% |
| 6M | +20.3% | +25.3% | -5.0% | +6.1% |
| YTD | +48.3% | +30.5% | +17.9% | +27.0% |
| 1Y | +46.9% | +29.2% | +17.7% | +26.3% |
| 3Y | +73.1% | +119.1% | -46.0% | +5.4% |
| 5Y | +135.2% | +162.6% | -27.4% | +19.2% |
| All | +214.5% | +377.9% | -163.4% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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