+130.0%
CVX vs RACE
+64.4%
+65.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.6% |
| 7D | +3.4% | -1.2% | +4.6% | +3.5% |
| 30D | -1.0% | +6.1% | -7.1% | -1.3% |
| 3M | +12.2% | -0.3% | +12.5% | +12.2% |
| 6M | +20.3% | +23.4% | -3.1% | +18.1% |
| YTD | +48.3% | +12.5% | +35.8% | +46.6% |
| 1Y | +46.9% | -0.5% | +47.4% | +47.5% |
| 3Y | +73.1% | +23.6% | +49.5% | +67.8% |
| All | +130.0% | +64.4% | +65.6% | +112.4% |
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