+40.6%
CVX vs BTDR
-13.8%
+54.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.7% | -3.1% | +0.8% |
| 7D | +2.6% | -3.4% | +6.0% | +2.5% |
| 30D | +9.8% | +32.6% | -22.8% | +11.2% |
| 3M | +16.2% | -32.2% | +48.4% | +15.8% |
| 6M | +13.6% | +52.4% | -38.7% | +14.1% |
| YTD | +44.4% | +6.7% | +37.7% | +46.1% |
| 1Y | +40.6% | -15.2% | +55.8% | +42.3% |
| All | +40.6% | -13.8% | +54.4% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 1y: compounded portfolio wealth divided by compounded BTDR 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…
1y analysis · Full analysis span regression · 6 months rolling