+167.0%
CVX vs BTG
+78.0%
+89.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.6% |
| 7D | +2.6% | -3.8% | +6.4% | +2.9% |
| 30D | +9.8% | +3.6% | +6.2% | +9.4% |
| 3M | +16.2% | +32.0% | -15.8% | +13.3% |
| 6M | +13.6% | +3.4% | +10.3% | +12.8% |
| YTD | +44.4% | +20.8% | +23.6% | +39.5% |
| 1Y | +40.6% | +22.4% | +18.2% | +34.6% |
| 3Y | +48.2% | +91.7% | -43.5% | +28.3% |
| All | +167.0% | +78.0% | +89.0% | +139.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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