+217.2%
CVX vs RUN
+43.4%
+173.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | -0.4% |
| 7D | +0.7% | -3.4% | +4.0% | +0.9% |
| 30D | +9.1% | -14.0% | +23.1% | +10.2% |
| 3M | +13.1% | -27.5% | +40.6% | +15.1% |
| 6M | +16.3% | -29.0% | +45.2% | +17.8% |
| YTD | +43.5% | -53.1% | +96.6% | +48.5% |
| 1Y | +40.2% | -46.7% | +86.9% | +42.5% |
| 3Y | +44.2% | -38.3% | +82.6% | +29.2% |
| 5Y | +170.6% | -80.7% | +251.3% | +160.1% |
| All | +217.2% | +43.4% | +173.9% | +91.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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