+41.9%
CVX vs RSP
+55.7%
-13.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.0% |
| 7D | +3.3% | -0.8% | +4.1% | +3.8% |
| 30D | +12.9% | -0.3% | +13.2% | +13.0% |
| 3M | +11.7% | +4.3% | +7.4% | +8.7% |
| 6M | +14.1% | +8.8% | +5.3% | +8.0% |
| YTD | +40.7% | +15.3% | +25.4% | +27.4% |
| 1Y | +37.5% | +18.3% | +19.2% | +21.9% |
| All | +41.9% | +55.7% | -13.8% | +0.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling