+130.0%
CVX vs RRC
+134.0%
-4.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.4% |
| 7D | +3.4% | +6.4% | -3.0% | +1.6% |
| 30D | -1.0% | +23.9% | -24.8% | -7.5% |
| 3M | +12.2% | +30.2% | -18.0% | +3.2% |
| 6M | +20.3% | +26.3% | -5.9% | +11.6% |
| YTD | +48.3% | +48.1% | +0.2% | +31.3% |
| 1Y | +46.9% | +37.7% | +9.2% | +32.5% |
| 3Y | +73.1% | +60.3% | +12.8% | +46.4% |
| All | +130.0% | +134.0% | -4.0% | +78.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling