+1,197.5%
CVX vs ASX
+2,948.3%
-1,750.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.4% | -6.6% | -1.2% |
| 7D | -9.7% | -19.9% | +10.2% | -6.7% |
| 30D | +3.6% | -30.9% | +34.5% | +9.2% |
| 3M | +13.3% | -15.1% | +28.4% | +14.8% |
| 6M | +16.9% | -6.5% | +23.4% | +13.9% |
| YTD | +43.4% | +98.4% | -55.0% | +20.4% |
| 1Y | +44.5% | +107.9% | -63.4% | +20.1% |
| 3Y | +64.0% | +325.3% | -261.3% | +15.7% |
| 5Y | +126.4% | +447.3% | -320.9% | +48.4% |
| 10Y | +209.4% | +763.2% | -553.8% | +79.1% |
| All | +1,197.5% | +2,948.3% | -1,750.9% | +429.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling