+48.2%
CVX vs BITO
+149.6%
-101.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +2.6% | -3.4% | +6.1% | +2.7% |
| 30D | +9.8% | +21.4% | -11.6% | +9.3% |
| 3M | +16.2% | +20.5% | -4.3% | +15.6% |
| 6M | +13.6% | +7.4% | +6.2% | +13.3% |
| YTD | +44.4% | -13.9% | +58.2% | +45.2% |
| 1Y | +40.6% | -35.1% | +75.7% | +42.9% |
| 3Y | +48.2% | +156.8% | -108.6% | +51.6% |
| All | +48.2% | +149.6% | -101.4% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BITO.
Daily Out/Under-Performance
Portfolio return minus BITO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BITO 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 3y: compounded portfolio wealth divided by compounded BITO 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…
3y analysis · Full analysis span regression · 6 months rolling