+219.2%
CVX vs ITOT
+303.4%
-84.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -0.1% |
| 7D | +2.6% | -0.9% | +3.5% | +3.4% |
| 30D | +9.8% | -1.5% | +11.3% | +11.1% |
| 3M | +16.2% | +3.6% | +12.6% | +12.0% |
| 6M | +13.6% | +13.7% | -0.1% | -0.3% |
| YTD | +44.4% | +12.9% | +31.4% | +27.2% |
| 1Y | +40.6% | +17.2% | +23.4% | +19.3% |
| 3Y | +48.2% | +75.6% | -27.4% | -16.7% |
| 5Y | +172.3% | +75.5% | +96.8% | +48.8% |
| All | +219.2% | +303.4% | -84.3% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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