+4,711.1%
CVX vs BBY
+74,802.5%
-70,091.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.7% |
| 7D | -0.6% | +8.1% | -8.7% | -1.4% |
| 30D | +13.4% | +8.9% | +4.5% | +12.4% |
| 3M | +11.8% | +22.0% | -10.2% | +9.4% |
| 6M | +12.4% | +37.8% | -25.4% | +8.3% |
| YTD | +41.5% | +37.3% | +4.2% | +36.1% |
| 1Y | +41.6% | +21.6% | +20.0% | +37.7% |
| 3Y | +42.2% | +41.5% | +0.7% | +34.9% |
| 5Y | +166.0% | +1.2% | +164.7% | +157.5% |
| 10Y | +207.2% | +237.8% | -30.6% | +166.0% |
| All | +4,711.1% | +74,802.5% | -70,091.4% | +3,228.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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