+4,349.9%
CVX vs BSX
+957.9%
+3,392.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +2.0% | +1.9% |
| 7D | +1.0% | -7.0% | +8.0% | +2.3% |
| 30D | +10.7% | -10.9% | +21.6% | +12.9% |
| 3M | +15.5% | -8.2% | +23.7% | +17.0% |
| 6M | +14.9% | -37.5% | +52.4% | +24.4% |
| YTD | +44.2% | -52.8% | +97.1% | +63.6% |
| 1Y | +43.5% | -58.4% | +101.9% | +66.6% |
| 3Y | +45.0% | -16.5% | +61.5% | +46.5% |
| 5Y | +172.2% | -1.0% | +173.1% | +163.9% |
| 10Y | +221.9% | +91.2% | +130.7% | +179.6% |
| All | +4,349.9% | +957.9% | +3,392.0% | +2,884.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling