+125.6%
CVX vs BIL
+19.8%
+105.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -9.7% | -0.3% | -9.5% | -9.2% |
| 30D | +3.6% | 0.0% | +3.6% | +4.4% |
| 3M | +13.3% | +0.6% | +12.7% | +14.6% |
| 6M | +16.9% | +1.5% | +15.4% | +18.9% |
| YTD | +43.4% | +2.8% | +40.6% | +47.2% |
| 1Y | +44.5% | +3.3% | +41.1% | +48.8% |
| 3Y | +64.0% | +13.5% | +50.5% | +82.5% |
| All | +125.6% | +19.8% | +105.8% | +175.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling