+2,675.1%
CVX vs RMD
+38,649.8%
-35,974.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.4% |
| 7D | +1.6% | +0.1% | +1.5% | +1.6% |
| 30D | -0.6% | +1.9% | -2.6% | -1.0% |
| 3M | +11.0% | +6.3% | +4.7% | +9.9% |
| 6M | +18.4% | +18.2% | +0.2% | +15.4% |
| YTD | +45.9% | +0.3% | +45.6% | +44.9% |
| 1Y | +46.7% | -4.3% | +50.9% | +46.4% |
| 3Y | +71.6% | +71.3% | +0.3% | +57.2% |
| 5Y | +131.4% | -1.8% | +133.2% | +125.1% |
| 10Y | +209.3% | +344.6% | -135.3% | +151.4% |
| All | +2,675.1% | +38,649.8% | -35,974.7% | +1,698.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling