+214.5%
CVX vs ON
+533.9%
-319.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.6% | +5.3% | +2.3% |
| 7D | +3.4% | +12.2% | -8.8% | +1.0% |
| 30D | -1.0% | -3.1% | +2.2% | -0.8% |
| 3M | +12.2% | -12.9% | +25.1% | +14.1% |
| 6M | +20.3% | -38.6% | +58.9% | +27.9% |
| YTD | +48.3% | +31.2% | +17.1% | +30.5% |
| 1Y | +46.9% | +47.6% | -0.7% | +25.3% |
| 3Y | +73.1% | +6.6% | +66.5% | +48.7% |
| 5Y | +135.2% | +21.3% | +114.0% | +75.6% |
| All | +214.5% | +533.9% | -319.4% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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