+1,527.4%
CVX vs RSP
+1,155.4%
+372.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.3% | -3.1% | -3.0% |
| 7D | -7.5% | +0.4% | -7.9% | -8.0% |
| 30D | -0.6% | +3.7% | -4.3% | -4.2% |
| 3M | +14.0% | +0.8% | +13.2% | +12.6% |
| 6M | +18.1% | +9.1% | +9.1% | +7.7% |
| YTD | +42.2% | +16.7% | +25.4% | +20.7% |
| 1Y | +41.3% | +19.7% | +21.6% | +17.1% |
| 3Y | +68.3% | +66.7% | +1.6% | +0.6% |
| 5Y | +122.0% | +48.7% | +73.3% | +45.1% |
| 10Y | +198.6% | +215.6% | -17.0% | -1.0% |
| All | +1,527.4% | +1,155.4% | +372.0% | +75.4% |
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