+523.2%
CVX vs BUD
+201.1%
+322.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.4% | -1.4% |
| 7D | +3.3% | +0.3% | +3.1% | +3.2% |
| 30D | +12.9% | -5.7% | +18.6% | +15.4% |
| 3M | +11.7% | +3.1% | +8.6% | +9.9% |
| 6M | +14.1% | +7.9% | +6.3% | +9.3% |
| YTD | +40.7% | +27.3% | +13.4% | +25.4% |
| 1Y | +37.5% | +37.8% | -0.3% | +18.2% |
| 3Y | +43.9% | +49.8% | -5.9% | +15.7% |
| 5Y | +161.5% | +43.8% | +117.6% | +106.6% |
| 10Y | +215.1% | -22.6% | +237.7% | +199.6% |
| All | +523.2% | +201.1% | +322.1% | +213.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling