+166.0%
CVX vs BP
+131.3%
+34.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.9% | -0.9% |
| 7D | -0.6% | +0.9% | -1.5% | -1.2% |
| 30D | +13.4% | +9.1% | +4.3% | +7.4% |
| 3M | +11.8% | +3.9% | +7.9% | +8.9% |
| 6M | +12.4% | +13.6% | -1.2% | +3.3% |
| YTD | +41.5% | +34.0% | +7.5% | +16.9% |
| 1Y | +41.6% | +39.2% | +2.4% | +13.9% |
| 3Y | +42.2% | +36.4% | +5.8% | +14.0% |
| 5Y | +166.0% | +135.8% | +30.2% | +45.7% |
| All | +166.0% | +131.3% | +34.7% | +45.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling