+42.2%
CVX vs RRC
+32.7%
+9.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.8% | +0.7% |
| 7D | -0.6% | -1.2% | +0.6% | -0.2% |
| 30D | +13.4% | +9.4% | +4.0% | +10.2% |
| 3M | +11.8% | +7.4% | +4.4% | +9.2% |
| 6M | +12.4% | +1.5% | +11.0% | +11.8% |
| YTD | +41.5% | +19.4% | +22.1% | +34.1% |
| 1Y | +41.6% | +24.2% | +17.4% | +31.8% |
| 3Y | +42.2% | +32.8% | +9.5% | +26.1% |
| All | +42.2% | +32.7% | +9.5% | +26.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling