+436.5%
CVX vs BIL
+30.4%
+406.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.1% |
| 7D | +3.3% | +0.1% | +3.3% | +3.8% |
| 30D | +12.9% | +0.3% | +12.6% | +14.9% |
| 3M | +11.7% | +0.9% | +10.8% | +17.6% |
| 6M | +14.1% | +1.8% | +12.3% | +26.0% |
| YTD | +40.7% | +2.4% | +38.2% | +60.4% |
| 1Y | +37.5% | +3.7% | +33.8% | +67.9% |
| 3Y | +43.9% | +14.2% | +29.8% | +202.1% |
| 5Y | +161.5% | +19.4% | +142.1% | +616.1% |
| 10Y | +215.1% | +25.2% | +189.9% | +1,066.9% |
| All | +436.5% | +30.4% | +406.1% | +2,075.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling