+38.1%
CVX vs BIYA
-99.8%
+137.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.4% | +1.9% |
| 7D | +1.0% | +2.7% | -1.8% | +0.9% |
| 30D | +10.7% | -16.7% | +27.3% | +10.7% |
| 3M | +15.5% | -74.6% | +90.1% | +16.1% |
| 6M | +14.9% | -85.4% | +100.3% | +14.5% |
| YTD | +44.2% | -94.2% | +138.4% | +44.9% |
| 1Y | +43.5% | -98.6% | +142.1% | +47.7% |
| All | +38.1% | -99.8% | +137.8% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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