+1,189.0%
CVX vs ASX
+3,319.4%
-2,130.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.3% | -3.1% | -0.3% |
| 7D | -6.2% | -9.1% | +2.9% | -5.2% |
| 30D | -0.4% | -23.6% | +23.2% | +3.2% |
| 3M | +9.3% | -5.6% | +14.9% | +8.6% |
| 6M | +18.4% | +4.7% | +13.7% | +13.1% |
| YTD | +42.5% | +122.6% | -80.1% | +17.2% |
| 1Y | +41.0% | +133.0% | -92.0% | +14.9% |
| 3Y | +67.5% | +367.1% | -299.6% | +16.3% |
| 5Y | +126.1% | +504.7% | -378.6% | +45.7% |
| 10Y | +198.8% | +887.2% | -688.5% | +69.0% |
| All | +1,189.0% | +3,319.4% | -2,130.4% | +415.7% |
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