+209.5%
CVX vs RSP
+211.7%
-2.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +2.3% |
| 7D | +1.6% | +1.8% | -0.2% | -0.2% |
| 30D | -0.6% | +3.5% | -4.1% | -4.3% |
| 3M | +11.0% | +0.2% | +10.8% | +10.2% |
| 6M | +18.4% | +9.1% | +9.3% | +7.3% |
| YTD | +45.9% | +16.6% | +29.3% | +22.5% |
| 1Y | +46.7% | +17.9% | +28.8% | +21.6% |
| 3Y | +71.6% | +64.6% | +7.0% | -1.5% |
| 5Y | +131.4% | +48.4% | +83.0% | +45.3% |
| All | +209.5% | +211.7% | -2.3% | -9.2% |
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