+172.2%
CVX vs BN
+33.2%
+139.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.9% | +3.8% | +2.3% |
| 7D | +1.0% | -3.0% | +4.0% | +1.6% |
| 30D | +10.7% | -13.0% | +23.7% | +14.0% |
| 3M | +15.5% | -15.2% | +30.7% | +19.5% |
| 6M | +14.9% | -5.9% | +20.8% | +15.0% |
| YTD | +44.2% | -15.8% | +60.0% | +48.2% |
| 1Y | +43.5% | -12.2% | +55.7% | +45.1% |
| 3Y | +45.0% | +72.2% | -27.2% | +17.8% |
| 5Y | +172.2% | +33.2% | +139.0% | +128.7% |
| All | +172.2% | +33.2% | +139.0% | +128.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling