+172.2%
CVX vs RMD
-22.9%
+195.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.0% |
| 7D | +1.0% | -4.7% | +5.7% | +1.5% |
| 30D | +10.7% | +0.2% | +10.4% | +10.5% |
| 3M | +15.5% | +12.0% | +3.5% | +13.8% |
| 6M | +14.9% | -12.5% | +27.4% | +16.5% |
| YTD | +44.2% | -7.9% | +52.1% | +45.1% |
| 1Y | +43.5% | -20.4% | +63.9% | +47.0% |
| 3Y | +45.0% | +53.1% | -8.2% | +34.4% |
| 5Y | +172.2% | -22.1% | +194.3% | +150.5% |
| All | +172.2% | -22.9% | +195.1% | +150.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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