+219.2%
CVX vs ON
+655.4%
-436.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +8.5% | -7.9% | -1.1% |
| 7D | +2.6% | +2.4% | +0.3% | +2.0% |
| 30D | +9.8% | -8.6% | +18.4% | +11.6% |
| 3M | +16.2% | -34.3% | +50.5% | +23.8% |
| 6M | +13.6% | +28.5% | -14.9% | +2.3% |
| YTD | +44.4% | +40.6% | +3.8% | +26.5% |
| 1Y | +40.6% | +55.3% | -14.7% | +19.2% |
| 3Y | +48.2% | -22.2% | +70.4% | +38.8% |
| 5Y | +172.3% | +62.4% | +109.9% | +86.5% |
| All | +219.2% | +655.4% | -436.2% | +35.3% |
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