+167.0%
CVX vs BNY
+256.6%
-89.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +2.6% | -1.3% | +3.9% | +3.1% |
| 30D | +9.8% | -0.2% | +10.0% | +9.8% |
| 3M | +16.2% | +14.9% | +1.3% | +10.2% |
| 6M | +13.6% | +40.0% | -26.4% | -0.3% |
| YTD | +44.4% | +42.0% | +2.4% | +25.5% |
| 1Y | +40.6% | +56.9% | -16.3% | +17.2% |
| 3Y | +48.2% | +289.9% | -241.7% | -14.7% |
| All | +167.0% | +256.6% | -89.6% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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