+214.5%
CVX vs BIL
+26.1%
+188.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +3.4% | +0.1% | +3.3% | +3.3% |
| 30D | -1.0% | +0.3% | -1.3% | -1.6% |
| 3M | +12.2% | +1.0% | +11.2% | +10.4% |
| 6M | +20.3% | +1.9% | +18.5% | +16.8% |
| YTD | +48.3% | +3.2% | +45.1% | +41.1% |
| 1Y | +46.9% | +3.7% | +43.2% | +38.7% |
| 3Y | +73.1% | +13.8% | +59.3% | +38.2% |
| 5Y | +135.2% | +20.3% | +114.9% | +64.1% |
| All | +214.5% | +26.1% | +188.4% | +99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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