+219.2%
CVX vs BND
+15.0%
+204.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | +2.6% | -1.0% | +3.6% | +2.6% |
| 30D | +9.8% | -1.1% | +11.0% | +9.8% |
| 3M | +16.2% | -1.9% | +18.1% | +16.1% |
| 6M | +13.6% | -1.6% | +15.2% | +13.6% |
| YTD | +44.4% | -1.2% | +45.6% | +44.3% |
| 1Y | +40.6% | -0.7% | +41.3% | +40.5% |
| 3Y | +48.2% | +12.5% | +35.7% | +47.0% |
| 5Y | +172.3% | -2.5% | +174.8% | +175.7% |
| All | +219.2% | +15.0% | +204.2% | +250.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling