+166.0%
CVX vs O
+14.8%
+151.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -0.6% | -0.6% | 0.0% | -0.4% |
| 30D | +13.4% | -2.0% | +15.4% | +14.0% |
| 3M | +11.8% | +3.0% | +8.8% | +10.9% |
| 6M | +12.4% | -3.6% | +16.1% | +13.4% |
| YTD | +41.5% | +12.1% | +29.4% | +36.7% |
| 1Y | +41.6% | +8.9% | +32.7% | +37.8% |
| 3Y | +42.2% | +30.3% | +11.9% | +30.3% |
| 5Y | +166.0% | +13.7% | +152.3% | +157.3% |
| All | +166.0% | +14.8% | +151.2% | +157.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling