+42.2%
CVX vs BN
+79.0%
-36.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.6% | +3.2% | +0.9% |
| 7D | -0.6% | -1.2% | +0.6% | -0.4% |
| 30D | +13.4% | -10.9% | +24.4% | +15.3% |
| 3M | +11.8% | -11.1% | +22.9% | +13.6% |
| 6M | +12.4% | -4.4% | +16.8% | +11.9% |
| YTD | +41.5% | -14.1% | +55.6% | +43.8% |
| 1Y | +41.6% | -11.1% | +52.7% | +42.0% |
| 3Y | +42.2% | +75.6% | -33.3% | +21.6% |
| All | +42.2% | +79.0% | -36.8% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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