+70.3%
CVX vs RACE
+23.0%
+47.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.5% | +3.9% | +1.5% |
| 7D | +1.6% | -4.0% | +5.6% | +1.7% |
| 30D | -0.6% | +3.5% | -4.2% | -0.7% |
| 3M | +11.0% | -0.4% | +11.4% | +11.0% |
| 6M | +18.4% | +23.2% | -4.7% | +17.2% |
| YTD | +45.9% | +11.0% | +34.9% | +45.5% |
| 1Y | +46.7% | -2.2% | +48.9% | +48.6% |
| All | +70.3% | +23.0% | +47.3% | +69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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