+165.4%
CVX vs BSX
-3.6%
+169.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.6% | +0.1% |
| 7D | +0.7% | -8.2% | +8.9% | +1.8% |
| 30D | +9.1% | -15.8% | +24.9% | +11.6% |
| 3M | +13.1% | -10.8% | +23.9% | +14.6% |
| 6M | +16.3% | -38.4% | +54.7% | +23.7% |
| YTD | +43.5% | -54.8% | +98.3% | +60.0% |
| 1Y | +40.2% | -59.0% | +99.2% | +59.3% |
| 3Y | +44.2% | -20.0% | +64.2% | +43.1% |
| All | +165.4% | -3.6% | +169.0% | +147.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 BSX 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