+43.5%
CVX vs RRC
+23.3%
+20.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.0% |
| 7D | +1.0% | -1.7% | +2.7% | +1.6% |
| 30D | +10.7% | +3.6% | +7.1% | +9.2% |
| 3M | +15.5% | +8.8% | +6.6% | +12.0% |
| 6M | +14.9% | +0.8% | +14.1% | +14.6% |
| YTD | +44.2% | +19.0% | +25.2% | +39.4% |
| 1Y | +43.5% | +22.9% | +20.6% | +36.8% |
| All | +43.5% | +23.3% | +20.2% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 1y: compounded portfolio wealth divided by compounded RRC 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…
1y analysis · Full analysis span regression · 6 months rolling