+131.4%
CVX vs BMY
+30.3%
+101.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.4% | +1.6% |
| 7D | +1.6% | -1.3% | +2.9% | +1.8% |
| 30D | -0.6% | +10.0% | -10.6% | -2.0% |
| 3M | +11.0% | -1.2% | +12.2% | +11.0% |
| 6M | +18.4% | +12.8% | +5.6% | +16.1% |
| YTD | +45.9% | +20.7% | +25.2% | +40.9% |
| 1Y | +46.7% | +32.6% | +14.0% | +39.1% |
| 3Y | +71.6% | +41.8% | +29.7% | +59.6% |
| 5Y | +131.4% | +29.0% | +102.5% | +130.3% |
| All | +131.4% | +30.3% | +101.1% | +130.3% |
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