+4,683.6%
CVX vs BN
+15,251.3%
-10,567.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.2% |
| 7D | +3.3% | -2.5% | +5.8% | +4.2% |
| 30D | +12.9% | -9.5% | +22.4% | +16.6% |
| 3M | +11.7% | -10.4% | +22.1% | +15.5% |
| 6M | +14.1% | -6.4% | +20.5% | +15.0% |
| YTD | +40.7% | -11.9% | +52.6% | +44.2% |
| 1Y | +37.5% | -8.6% | +46.1% | +38.5% |
| 3Y | +43.9% | +77.6% | -33.6% | +11.3% |
| 5Y | +161.5% | +37.0% | +124.4% | +116.2% |
| 10Y | +215.1% | +266.4% | -51.3% | +89.6% |
| All | +4,683.6% | +15,251.3% | -10,567.7% | +2,001.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling