+214.5%
CVX vs PSA
+132.6%
+81.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.9% | +1.7% |
| 7D | +3.4% | -1.4% | +4.9% | +3.8% |
| 30D | -1.0% | +15.2% | -16.1% | -4.7% |
| 3M | +12.2% | +2.2% | +10.0% | +11.3% |
| 6M | +20.3% | +11.7% | +8.7% | +16.3% |
| YTD | +48.3% | +32.0% | +16.3% | +35.7% |
| 1Y | +46.9% | +26.3% | +20.6% | +36.2% |
| 3Y | +73.1% | +52.4% | +20.8% | +48.3% |
| 5Y | +135.2% | +26.3% | +109.0% | +110.5% |
| All | +214.5% | +132.6% | +81.9% | +123.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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