+128.3%
CVX vs BEN
+32.3%
+96.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +0.9% | +1.0% |
| 7D | -1.7% | +7.2% | -8.9% | -3.0% |
| 30D | -0.8% | +14.1% | -14.9% | -3.4% |
| 3M | +9.4% | +9.9% | -0.5% | +7.2% |
| 6M | +17.5% | +17.4% | +0.1% | +13.1% |
| YTD | +43.8% | +57.3% | -13.5% | +28.5% |
| 1Y | +41.9% | +66.9% | -25.1% | +24.7% |
| 3Y | +69.1% | +85.7% | -16.5% | +40.4% |
| 5Y | +128.3% | +31.2% | +97.1% | +103.1% |
| All | +128.3% | +32.3% | +96.0% | +103.1% |
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 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