+480.3%
CVX vs BND
+76.6%
+403.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -0.6% | +0.1% | -0.7% | -0.6% |
| 30D | +13.4% | -0.4% | +13.8% | +13.4% |
| 3M | +11.8% | -0.2% | +12.1% | +11.8% |
| 6M | +12.4% | -1.2% | +13.6% | +12.3% |
| YTD | +41.5% | -0.3% | +41.8% | +41.5% |
| 1Y | +41.6% | +0.4% | +41.2% | +41.7% |
| 3Y | +42.2% | +13.4% | +28.8% | +45.3% |
| 5Y | +166.0% | -1.5% | +167.5% | +164.3% |
| 10Y | +207.2% | +15.5% | +191.8% | +220.3% |
| All | +480.3% | +76.6% | +403.7% | +491.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling