+221.9%
CVX vs BUD
-24.2%
+246.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.2% | +4.1% | +2.7% |
| 7D | +1.0% | -1.3% | +2.3% | +1.4% |
| 30D | +10.7% | -6.1% | +16.8% | +13.2% |
| 3M | +15.5% | -3.8% | +19.2% | +16.8% |
| 6M | +14.9% | +8.2% | +6.7% | +10.1% |
| YTD | +44.2% | +23.6% | +20.6% | +30.6% |
| 1Y | +43.5% | +33.4% | +10.1% | +25.7% |
| 3Y | +45.0% | +45.3% | -0.4% | +18.6% |
| 5Y | +172.2% | +44.3% | +127.9% | +114.7% |
| 10Y | +221.9% | -22.8% | +244.7% | +159.9% |
| All | +221.9% | -24.2% | +246.1% | +159.9% |
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