+214.5%
CVX vs O
+80.9%
+133.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.4% | +2.0% |
| 7D | +3.4% | -0.4% | +3.8% | +3.6% |
| 30D | -1.0% | +7.1% | -8.1% | -4.5% |
| 3M | +12.2% | -5.2% | +17.4% | +14.9% |
| 6M | +20.3% | -1.8% | +22.1% | +20.8% |
| YTD | +48.3% | +9.1% | +39.2% | +40.7% |
| 1Y | +46.9% | +9.7% | +37.2% | +38.9% |
| 3Y | +73.1% | +39.1% | +34.0% | +41.4% |
| 5Y | +135.2% | +8.4% | +126.9% | +116.3% |
| All | +214.5% | +80.9% | +133.7% | +141.2% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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