+207.2%
CVX vs RSP
+204.5%
+2.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +1.6% |
| 7D | -0.6% | -0.4% | -0.2% | -0.2% |
| 30D | +13.4% | -1.5% | +15.0% | +15.1% |
| 3M | +11.8% | +4.8% | +7.0% | +6.1% |
| 6M | +12.4% | +10.3% | +2.2% | +0.6% |
| YTD | +41.5% | +14.1% | +27.4% | +22.0% |
| 1Y | +41.6% | +17.0% | +24.6% | +18.5% |
| 3Y | +42.2% | +54.2% | -11.9% | -12.2% |
| 5Y | +166.0% | +51.5% | +114.5% | +62.7% |
| 10Y | +207.2% | +204.4% | +2.8% | -12.0% |
| All | +207.2% | +204.5% | +2.7% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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