+166.0%
CVX vs BUD
+45.2%
+120.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.3% | +0.7% |
| 7D | -0.6% | +0.8% | -1.4% | -0.7% |
| 30D | +13.4% | -4.8% | +18.2% | +14.2% |
| 3M | +11.8% | +1.4% | +10.5% | +11.5% |
| 6M | +12.4% | +9.9% | +2.6% | +10.6% |
| YTD | +41.5% | +26.3% | +15.2% | +35.6% |
| 1Y | +41.6% | +36.1% | +5.5% | +33.9% |
| 3Y | +42.2% | +48.6% | -6.3% | +30.9% |
| 5Y | +166.0% | +45.0% | +121.0% | +141.8% |
| All | +166.0% | +45.2% | +120.8% | +141.8% |
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