+1,510.6%
CVX vs RSP
+1,139.7%
+370.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.8% |
| 7D | +3.3% | -0.8% | +4.1% | +4.0% |
| 30D | +12.9% | -0.3% | +13.2% | +13.1% |
| 3M | +11.7% | +4.3% | +7.4% | +6.8% |
| 6M | +14.1% | +8.8% | +5.3% | +4.2% |
| YTD | +40.7% | +15.3% | +25.4% | +21.4% |
| 1Y | +37.5% | +18.3% | +19.2% | +15.5% |
| 3Y | +43.9% | +52.8% | -8.9% | -6.2% |
| 5Y | +161.5% | +51.7% | +109.8% | +68.2% |
| 10Y | +215.1% | +208.5% | +6.6% | +7.1% |
| All | +1,510.6% | +1,139.7% | +370.9% | +76.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling