+207.2%
CVX vs RBA
+182.6%
+24.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.6% | +1.1% |
| 7D | -0.6% | -1.1% | +0.5% | -0.3% |
| 30D | +13.4% | -13.2% | +26.7% | +17.5% |
| 3M | +11.8% | -21.4% | +33.2% | +17.9% |
| 6M | +12.4% | -20.9% | +33.3% | +17.9% |
| YTD | +41.5% | -19.9% | +61.4% | +47.1% |
| 1Y | +41.6% | -28.7% | +70.3% | +51.9% |
| 3Y | +42.2% | +27.4% | +14.8% | +26.2% |
| 5Y | +166.0% | +41.7% | +124.2% | +118.9% |
| 10Y | +207.2% | +189.6% | +17.6% | +65.3% |
| All | +207.2% | +182.6% | +24.7% | +65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling