+172.2%
CVX vs BB
-25.5%
+197.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +2.0% |
| 7D | +1.0% | +1.8% | -0.9% | +0.9% |
| 30D | +10.7% | -12.2% | +22.9% | +11.2% |
| 3M | +15.5% | -12.3% | +27.8% | +15.5% |
| 6M | +14.9% | +122.7% | -107.8% | +8.2% |
| YTD | +44.2% | +104.5% | -60.3% | +36.5% |
| 1Y | +43.5% | +106.7% | -63.2% | +35.3% |
| 3Y | +45.0% | +70.0% | -25.0% | +35.7% |
| 5Y | +172.2% | -27.8% | +199.9% | +175.8% |
| All | +172.2% | -25.5% | +197.6% | +175.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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