+172.2%
CVX vs BIL
+19.4%
+152.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +1.0% | +0.1% | +0.9% | +1.0% |
| 30D | +10.7% | +0.3% | +10.4% | +11.0% |
| 3M | +15.5% | +0.9% | +14.6% | +16.6% |
| 6M | +14.9% | +1.8% | +13.1% | +17.2% |
| YTD | +44.2% | +2.5% | +41.7% | +48.3% |
| 1Y | +43.5% | +3.7% | +39.8% | +49.9% |
| 3Y | +45.0% | +14.1% | +30.9% | +74.4% |
| 5Y | +172.2% | +19.4% | +152.7% | +250.7% |
| All | +172.2% | +19.4% | +152.7% | +250.7% |
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