+125.6%
CVX vs ROIV
+378.2%
-252.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.2% | -6.3% | -0.3% |
| 7D | -9.7% | +5.3% | -15.1% | -9.8% |
| 30D | +3.6% | +11.9% | -8.2% | +3.3% |
| 3M | +13.3% | +10.7% | +2.6% | +12.9% |
| 6M | +16.9% | +34.9% | -18.0% | +15.6% |
| YTD | +43.4% | +79.2% | -35.8% | +40.0% |
| 1Y | +44.5% | +89.0% | -44.5% | +40.7% |
| 3Y | +64.0% | +337.3% | -273.4% | +53.9% |
| All | +125.6% | +378.2% | -252.6% | +102.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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