+47.0%
CVX vs BND
-0.5%
+47.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.4% | -4.1% | -2.9% |
| 7D | -5.3% | +0.4% | -5.8% | -4.5% |
| 30D | +5.1% | +2.3% | +2.8% | +10.2% |
| 3M | +14.9% | -1.0% | +15.9% | +11.8% |
| 6M | +14.9% | -0.9% | +15.7% | +12.6% |
| YTD | +46.3% | -0.9% | +47.2% | +42.3% |
| 1Y | +47.0% | -0.5% | +47.5% | +43.4% |
| All | +47.0% | -0.5% | +47.5% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 1y: compounded portfolio wealth divided by compounded BND 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…
1y analysis · Full analysis span regression · 6 months rolling