+219.2%
CVX vs BHP
+496.8%
-277.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | +2.6% | -3.6% | +6.2% | +4.3% |
| 30D | +9.8% | -1.2% | +11.0% | +10.1% |
| 3M | +16.2% | +1.2% | +15.0% | +14.2% |
| 6M | +13.6% | +21.4% | -7.8% | -0.2% |
| YTD | +44.4% | +50.4% | -6.0% | +12.2% |
| 1Y | +40.6% | +67.5% | -26.9% | +2.6% |
| 3Y | +48.2% | +72.8% | -24.6% | +2.3% |
| 5Y | +172.3% | +112.6% | +59.7% | +55.5% |
| All | +219.2% | +496.8% | -277.7% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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