+1,222.0%
CVX vs BLK
+12,905.6%
-11,683.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.1% | +4.0% | +2.6% |
| 7D | +1.0% | -2.7% | +3.6% | +1.8% |
| 30D | +10.7% | -4.8% | +15.4% | +12.2% |
| 3M | +15.5% | +6.5% | +9.0% | +12.5% |
| 6M | +14.9% | +13.1% | +1.7% | +8.9% |
| YTD | +44.2% | +1.8% | +42.4% | +41.1% |
| 1Y | +43.5% | -1.0% | +44.5% | +41.3% |
| 3Y | +45.0% | +66.0% | -21.0% | +18.8% |
| 5Y | +172.2% | +31.2% | +140.9% | +136.0% |
| 10Y | +221.9% | +278.5% | -56.6% | +99.1% |
| All | +1,222.0% | +12,905.6% | -11,683.6% | +438.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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