+4,779.0%
CVX vs BNY
+8,070.6%
-3,291.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +0.7% | -1.1% | +1.7% | +1.0% |
| 30D | +9.1% | +1.4% | +7.7% | +8.6% |
| 3M | +13.1% | +16.8% | -3.7% | +7.6% |
| 6M | +16.3% | +42.0% | -25.7% | +4.1% |
| YTD | +43.5% | +41.9% | +1.6% | +28.1% |
| 1Y | +40.2% | +59.2% | -19.0% | +20.7% |
| 3Y | +44.2% | +290.9% | -246.7% | -5.8% |
| 5Y | +170.6% | +259.0% | -88.4% | +78.9% |
| 10Y | +220.3% | +413.0% | -192.7% | +91.3% |
| All | +4,779.0% | +8,070.6% | -3,291.6% | +1,812.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling