+47.0%
CVX vs CSGP
-53.2%
+100.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +4.0% | -7.7% | -3.8% |
| 7D | -5.3% | +18.3% | -23.6% | -5.9% |
| 30D | +5.1% | +17.8% | -12.7% | +4.2% |
| 3M | +14.9% | +9.3% | +5.7% | +14.2% |
| 6M | +14.9% | -7.9% | +22.8% | +14.7% |
| YTD | +46.3% | -51.5% | +97.9% | +45.4% |
| 1Y | +47.0% | -53.3% | +100.3% | +45.5% |
| All | +47.0% | -53.2% | +100.2% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 1y: compounded portfolio wealth divided by compounded CSGP 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…
1y analysis · Full analysis span regression · 6 months rolling