+205.1%
CVX vs PAAS
+220.7%
-15.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.1% |
| 7D | -1.7% | -5.2% | +3.5% | -1.2% |
| 30D | -0.8% | -13.9% | +13.1% | +0.5% |
| 3M | +9.4% | -23.8% | +33.2% | +11.9% |
| 6M | +17.5% | -36.4% | +53.9% | +22.1% |
| YTD | +43.8% | -23.4% | +67.2% | +44.5% |
| 1Y | +41.9% | +5.6% | +36.2% | +36.5% |
| 3Y | +69.1% | +209.7% | -140.5% | +37.2% |
| 5Y | +128.3% | +55.6% | +72.7% | +98.1% |
| All | +205.1% | +220.7% | -15.6% | +138.4% |
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