+4,942.5%
CVX vs BEN
+5,152.6%
-210.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.5% |
| 7D | +3.4% | +6.8% | -3.4% | +1.4% |
| 30D | -1.0% | +18.0% | -19.0% | -5.9% |
| 3M | +12.2% | +7.5% | +4.7% | +9.3% |
| 6M | +20.3% | +14.7% | +5.6% | +14.3% |
| YTD | +48.3% | +56.1% | -7.8% | +27.6% |
| 1Y | +46.9% | +69.6% | -22.7% | +23.3% |
| 3Y | +73.1% | +87.7% | -14.6% | +37.4% |
| 5Y | +135.2% | +28.6% | +106.6% | +104.3% |
| 10Y | +214.4% | +59.8% | +154.6% | +146.1% |
| All | +4,942.5% | +5,152.6% | -210.1% | +2,298.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling