+166.0%
CVX vs ASX
+472.4%
-306.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.1% | -5.5% | +0.2% |
| 7D | -0.6% | +6.3% | -6.9% | -1.0% |
| 30D | +13.4% | +6.4% | +7.0% | +12.8% |
| 3M | +11.8% | +13.1% | -1.3% | +9.7% |
| 6M | +12.4% | +90.3% | -77.9% | +2.9% |
| YTD | +41.5% | +149.6% | -108.1% | +24.1% |
| 1Y | +41.6% | +249.2% | -207.6% | +17.7% |
| 3Y | +42.2% | +445.9% | -403.7% | +6.8% |
| 5Y | +166.0% | +477.7% | -311.8% | +87.6% |
| All | +166.0% | +472.4% | -306.5% | +87.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling