+162.6%
CVX vs RBA
+45.3%
+117.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.3% |
| 7D | +3.3% | -2.9% | +6.3% | +3.7% |
| 30D | +12.9% | -12.3% | +25.2% | +14.5% |
| 3M | +11.7% | -20.5% | +32.2% | +14.3% |
| 6M | +14.1% | -18.5% | +32.7% | +16.2% |
| YTD | +40.7% | -18.2% | +58.9% | +42.8% |
| 1Y | +37.5% | -27.5% | +65.0% | +42.1% |
| 3Y | +43.9% | +38.1% | +5.9% | +35.2% |
| All | +162.6% | +45.3% | +117.4% | +141.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling