+172.2%
CVX vs BMY
+22.7%
+149.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.0% |
| 7D | +1.0% | -4.8% | +5.8% | +1.7% |
| 30D | +10.7% | -0.7% | +11.3% | +10.7% |
| 3M | +15.5% | +15.3% | +0.2% | +13.0% |
| 6M | +14.9% | +8.5% | +6.4% | +13.2% |
| YTD | +44.2% | +23.4% | +20.8% | +38.9% |
| 1Y | +43.5% | +42.9% | +0.6% | +34.3% |
| 3Y | +45.0% | +22.0% | +23.0% | +40.6% |
| 5Y | +172.2% | +24.3% | +147.8% | +186.7% |
| All | +172.2% | +22.7% | +149.5% | +186.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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