+68.3%
CVX vs BP
+48.5%
+19.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -7.5% | -6.9% | -0.6% | -3.4% |
| 30D | -0.6% | -3.6% | +3.0% | +1.6% |
| 3M | +14.0% | +8.4% | +5.5% | +8.5% |
| 6M | +18.1% | +5.3% | +12.8% | +14.2% |
| YTD | +42.2% | +33.2% | +9.0% | +19.1% |
| 1Y | +41.3% | +28.2% | +13.2% | +20.9% |
| 3Y | +68.3% | +49.2% | +19.1% | +31.2% |
| All | +68.3% | +48.5% | +19.8% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 3y: compounded portfolio wealth divided by compounded BP 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…
3y analysis · Full analysis span regression · 6 months rolling