+64.0%
CVX vs ASX
+324.2%
-260.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.4% | -6.6% | -0.2% |
| 7D | -9.7% | -19.9% | +10.2% | -9.6% |
| 30D | +3.6% | -30.9% | +34.5% | +3.8% |
| 3M | +13.3% | -15.1% | +28.4% | +13.2% |
| 6M | +16.9% | -6.5% | +23.4% | +15.6% |
| YTD | +43.4% | +98.4% | -55.0% | +31.6% |
| 1Y | +44.5% | +107.9% | -63.4% | +31.8% |
| 3Y | +64.0% | +325.3% | -261.3% | +30.7% |
| All | +64.0% | +324.2% | -260.3% | +30.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling