+221.9%
CVX vs ASX
+973.8%
-751.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.5% | -1.6% | +1.2% |
| 7D | +1.0% | +11.1% | -10.2% | -1.2% |
| 30D | +10.7% | +9.6% | +1.1% | +8.4% |
| 3M | +15.5% | +18.6% | -3.1% | +9.1% |
| 6M | +14.9% | +92.1% | -77.2% | -5.0% |
| YTD | +44.2% | +158.5% | -114.3% | +9.7% |
| 1Y | +43.5% | +271.9% | -228.4% | -1.6% |
| 3Y | +45.0% | +465.2% | -420.3% | -15.9% |
| 5Y | +172.2% | +479.4% | -307.3% | +50.4% |
| 10Y | +221.9% | +992.0% | -770.1% | +23.2% |
| All | +221.9% | +973.8% | -751.9% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ASX 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling