+172.2%
CVX vs BEN
+40.0%
+132.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +2.2% |
| 7D | +1.0% | +3.4% | -2.4% | +0.3% |
| 30D | +10.7% | +1.8% | +8.9% | +10.2% |
| 3M | +15.5% | +8.4% | +7.1% | +13.2% |
| 6M | +14.9% | +35.6% | -20.7% | +6.5% |
| YTD | +44.2% | +46.4% | -2.2% | +31.0% |
| 1Y | +43.5% | +46.3% | -2.8% | +30.0% |
| 3Y | +45.0% | +54.6% | -9.7% | +26.3% |
| 5Y | +172.2% | +39.4% | +132.8% | +133.7% |
| All | +172.2% | +40.0% | +132.2% | +133.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling