+53.4%
CVX vs RDDT
+235.7%
-182.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.6% |
| 7D | +2.6% | +2.1% | +0.5% | +2.6% |
| 30D | +9.8% | +2.8% | +7.0% | +9.8% |
| 3M | +16.2% | -8.9% | +25.1% | +16.2% |
| 6M | +13.6% | +15.1% | -1.4% | +13.2% |
| YTD | +44.4% | -31.4% | +75.7% | +45.2% |
| 1Y | +40.6% | -39.4% | +80.0% | +41.6% |
| All | +53.4% | +235.7% | -182.3% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RDDT.
Daily Out/Under-Performance
Portfolio return minus RDDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDDT 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 RDDT 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