+209.5%
CVX vs ON
+557.7%
-348.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | +1.6% | +17.0% | -15.4% | -1.6% |
| 30D | -0.6% | -3.9% | +3.2% | -0.4% |
| 3M | +11.0% | -11.5% | +22.5% | +12.6% |
| 6M | +18.4% | -29.2% | +47.6% | +21.9% |
| YTD | +45.9% | +36.2% | +9.8% | +27.5% |
| 1Y | +46.7% | +49.6% | -3.0% | +24.9% |
| 3Y | +71.6% | +9.4% | +62.2% | +46.8% |
| 5Y | +131.4% | +25.8% | +105.6% | +71.6% |
| All | +209.5% | +557.7% | -348.3% | +34.1% |
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