+214.5%
CVX vs BUD
-2.1%
+216.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.2% |
| 7D | +3.4% | +1.0% | +2.4% | +3.0% |
| 30D | -1.0% | +6.7% | -7.6% | -3.7% |
| 3M | +12.2% | +5.7% | +6.5% | +9.3% |
| 6M | +20.3% | +5.8% | +14.5% | +16.8% |
| YTD | +48.3% | +34.4% | +13.9% | +29.4% |
| 1Y | +46.9% | +33.3% | +13.6% | +28.5% |
| 3Y | +73.1% | +48.8% | +24.3% | +40.6% |
| 5Y | +135.2% | +52.5% | +82.7% | +81.9% |
| All | +214.5% | -2.1% | +216.6% | +144.4% |
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