+48.0%
CVX vs PSX
+134.3%
-86.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.6% |
| 7D | +1.0% | +1.8% | -0.9% | +0.1% |
| 30D | +10.7% | +21.6% | -11.0% | +0.3% |
| 3M | +15.5% | +46.5% | -31.0% | -4.6% |
| 6M | +14.9% | +62.0% | -47.1% | -9.8% |
| YTD | +44.2% | +106.3% | -62.1% | +0.5% |
| 1Y | +43.5% | +103.0% | -59.4% | +0.4% |
| All | +48.0% | +134.3% | -86.2% | -6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 3y: compounded portfolio wealth divided by compounded PSX 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…
3y analysis · Full analysis span regression · 6 months rolling