+219.2%
CVX vs RRX
+228.4%
-9.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.7% | -3.1% | -0.5% |
| 7D | +2.6% | -0.3% | +3.0% | +2.7% |
| 30D | +9.8% | -6.1% | +16.0% | +11.8% |
| 3M | +16.2% | -23.1% | +39.3% | +23.7% |
| 6M | +13.6% | -19.5% | +33.1% | +16.2% |
| YTD | +44.4% | +16.1% | +28.3% | +26.8% |
| 1Y | +40.6% | +12.9% | +27.7% | +23.5% |
| 3Y | +48.2% | +7.9% | +40.3% | +23.0% |
| 5Y | +172.3% | +19.1% | +153.2% | +99.6% |
| All | +219.2% | +228.4% | -9.2% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 10y: compounded portfolio wealth divided by compounded RRX 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…
10y analysis · Full analysis span regression · 6 months rolling