+4,683.6%
CVX vs PSA
+14,185.8%
-9,502.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.0% |
| 7D | +3.3% | -3.7% | +7.0% | +4.3% |
| 30D | +12.9% | -7.7% | +20.6% | +15.1% |
| 3M | +11.7% | -0.6% | +12.3% | +11.7% |
| 6M | +14.1% | -0.9% | +15.1% | +13.6% |
| YTD | +40.7% | +18.7% | +22.0% | +33.5% |
| 1Y | +37.5% | +7.6% | +29.9% | +33.6% |
| 3Y | +43.9% | +23.7% | +20.3% | +33.2% |
| 5Y | +161.5% | +13.7% | +147.8% | +144.4% |
| 10Y | +215.1% | +98.9% | +116.3% | +149.6% |
| All | +4,683.6% | +14,185.8% | -9,502.1% | +2,297.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling