+162.6%
CVX vs RACE
+93.6%
+69.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.6% | -1.2% |
| 7D | +3.3% | -2.5% | +5.9% | +3.5% |
| 30D | +12.9% | +0.8% | +12.1% | +12.8% |
| 3M | +11.7% | +17.2% | -5.4% | +10.2% |
| 6M | +14.1% | +13.6% | +0.6% | +12.9% |
| YTD | +40.7% | +12.2% | +28.5% | +39.1% |
| 1Y | +37.5% | -16.3% | +53.8% | +40.8% |
| 3Y | +43.9% | +36.4% | +7.5% | +37.6% |
| All | +162.6% | +93.6% | +69.1% | +136.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling