+215.9%
CVX vs ASX
+937.0%
-721.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.1% | -5.5% | -0.6% |
| 7D | -0.6% | +6.3% | -6.9% | -1.8% |
| 30D | +13.4% | +6.4% | +7.0% | +11.8% |
| 3M | +11.8% | +13.1% | -1.3% | +6.7% |
| 6M | +12.4% | +90.3% | -77.9% | -7.0% |
| YTD | +41.5% | +149.6% | -108.1% | +8.4% |
| 1Y | +41.6% | +249.2% | -207.6% | -1.5% |
| 3Y | +42.2% | +445.9% | -403.7% | -16.9% |
| 5Y | +166.0% | +477.7% | -311.8% | +46.2% |
| All | +215.9% | +937.0% | -721.2% | +21.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling