+1,338.7%
CVX vs BRKR
+172.5%
+1,166.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.9% | +0.6% |
| 7D | +2.6% | -8.7% | +11.3% | +3.6% |
| 30D | +9.8% | -9.9% | +19.7% | +11.0% |
| 3M | +16.2% | -3.1% | +19.3% | +15.7% |
| 6M | +13.6% | +45.5% | -31.9% | +7.1% |
| YTD | +44.4% | +13.7% | +30.7% | +39.7% |
| 1Y | +40.6% | +67.4% | -26.8% | +29.4% |
| 3Y | +48.2% | -13.2% | +61.4% | +44.2% |
| 5Y | +172.3% | -39.5% | +211.7% | +173.1% |
| 10Y | +222.3% | +153.5% | +68.8% | +173.6% |
| All | +1,338.7% | +172.5% | +1,166.2% | +980.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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