+207.2%
CVX vs PAAS
+197.3%
+9.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.2% | +0.6% |
| 7D | -0.6% | +2.0% | -2.6% | -0.8% |
| 30D | +13.4% | -0.1% | +13.5% | +13.2% |
| 3M | +11.8% | +8.2% | +3.6% | +10.4% |
| 6M | +12.4% | -13.8% | +26.2% | +13.0% |
| YTD | +41.5% | -0.6% | +42.1% | +38.8% |
| 1Y | +41.6% | +44.0% | -2.4% | +31.7% |
| 3Y | +42.2% | +246.6% | -204.3% | +14.3% |
| 5Y | +166.0% | +116.1% | +49.9% | +123.1% |
| 10Y | +207.2% | +202.7% | +4.5% | +140.5% |
| All | +207.2% | +197.3% | +9.9% | +140.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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