+172.2%
CVX vs PSX
+370.3%
-198.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.6% |
| 7D | +1.0% | +1.8% | -0.9% | 0.0% |
| 30D | +10.7% | +21.6% | -11.0% | -0.3% |
| 3M | +15.5% | +46.5% | -31.0% | -5.9% |
| 6M | +14.9% | +62.0% | -47.1% | -11.4% |
| YTD | +44.2% | +106.3% | -62.1% | -2.3% |
| 1Y | +43.5% | +103.0% | -59.4% | -2.4% |
| 3Y | +45.0% | +135.5% | -90.6% | -12.1% |
| 5Y | +172.2% | +368.5% | -196.4% | +11.8% |
| All | +172.2% | +370.3% | -198.2% | +11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling