+125.6%
CVX vs BUD
+48.8%
+76.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | 0.0% |
| 7D | -9.7% | +4.5% | -14.2% | -10.3% |
| 30D | +3.6% | +12.5% | -8.9% | +2.0% |
| 3M | +13.3% | 0.0% | +13.3% | +13.2% |
| 6M | +16.9% | +3.8% | +13.1% | +16.1% |
| YTD | +43.4% | +33.1% | +10.3% | +36.5% |
| 1Y | +44.5% | +35.5% | +9.0% | +37.1% |
| 3Y | +64.0% | +49.4% | +14.6% | +51.5% |
| All | +125.6% | +48.8% | +76.8% | +100.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling