+162.6%
CVX vs RSP
+52.0%
+110.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +8.4% |
| 6M | +14.1% | +8.8% | +5.3% | +7.4% |
| YTD | +40.7% | +15.3% | +25.4% | +26.9% |
| 1Y | +37.5% | +18.3% | +19.2% | +21.6% |
| 3Y | +43.9% | +52.8% | -8.9% | +6.1% |
| All | +162.6% | +52.0% | +110.6% | +89.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling