+47.0%
CVX vs PSLV
+7.9%
+39.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +6.0% | -9.7% | -3.3% |
| 7D | -5.3% | -2.6% | -2.7% | -5.4% |
| 30D | +5.1% | -14.2% | +19.2% | +4.4% |
| 3M | +14.9% | -12.2% | +27.2% | +14.4% |
| 6M | +14.9% | -28.1% | +42.9% | +13.6% |
| YTD | +46.3% | -28.2% | +74.5% | +40.8% |
| 1Y | +47.0% | +9.1% | +37.9% | +40.3% |
| All | +47.0% | +7.9% | +39.1% | +40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 1y: compounded portfolio wealth divided by compounded PSLV 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…
1y analysis · Full analysis span regression · 6 months rolling