+219.2%
CVX vs BEN
+56.6%
+162.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +2.6% | -3.1% | +5.7% | +3.8% |
| 30D | +9.8% | +0.2% | +9.7% | +9.6% |
| 3M | +16.2% | +6.8% | +9.4% | +12.7% |
| 6M | +13.6% | +38.1% | -24.5% | -1.2% |
| YTD | +44.4% | +44.3% | 0.0% | +22.9% |
| 1Y | +40.6% | +42.6% | -2.0% | +19.8% |
| 3Y | +48.2% | +52.3% | -4.1% | +18.4% |
| 5Y | +172.3% | +37.6% | +134.6% | +116.6% |
| All | +219.2% | +56.6% | +162.6% | +113.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling