+47.0%
CVX vs BA
-12.3%
+59.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.1% | -5.8% | -3.2% |
| 7D | -5.3% | +5.9% | -11.2% | -4.2% |
| 30D | +5.1% | -8.2% | +13.2% | +3.3% |
| 3M | +14.9% | -25.4% | +40.3% | +7.1% |
| 6M | +14.9% | -20.0% | +34.9% | +9.9% |
| YTD | +46.3% | -18.5% | +64.8% | +41.4% |
| 1Y | +47.0% | -10.6% | +57.6% | +43.5% |
| All | +47.0% | -12.3% | +59.3% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 1y: compounded portfolio wealth divided by compounded BA 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…
1y analysis · Full analysis span regression · 6 months rolling