+198.8%
CVX vs BUD
-4.3%
+203.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.2% |
| 7D | -6.2% | +6.0% | -12.3% | -8.4% |
| 30D | -0.4% | +11.3% | -11.6% | -4.6% |
| 3M | +9.3% | +3.6% | +5.8% | +7.3% |
| 6M | +18.4% | +7.7% | +10.7% | +14.1% |
| YTD | +42.5% | +36.4% | +6.1% | +23.7% |
| 1Y | +41.0% | +37.8% | +3.2% | +21.8% |
| 3Y | +67.5% | +51.2% | +16.3% | +35.3% |
| 5Y | +126.1% | +53.4% | +72.7% | +74.9% |
| 10Y | +198.8% | -3.2% | +202.0% | +128.4% |
| All | +198.8% | -4.3% | +203.1% | +128.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling