+73.1%
CVX vs BN
+96.7%
-23.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +1.8% |
| 7D | +3.4% | -1.0% | +4.4% | +3.5% |
| 30D | -1.0% | +14.0% | -14.9% | -2.8% |
| 3M | +12.2% | -9.0% | +21.2% | +13.7% |
| 6M | +20.3% | -8.8% | +29.2% | +21.7% |
| YTD | +48.3% | -10.3% | +58.6% | +49.9% |
| 1Y | +46.9% | -5.8% | +52.7% | +46.4% |
| 3Y | +73.1% | +94.8% | -21.7% | +42.9% |
| All | +73.1% | +96.7% | -23.6% | +42.9% |
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