+204.9%
CVX vs RVTY
+219.6%
-14.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.1% |
| 7D | -1.7% | -0.7% | -1.0% | -1.6% |
| 30D | -0.8% | +1.7% | -2.5% | -1.4% |
| 3M | +9.4% | +36.8% | -27.4% | +1.1% |
| 6M | +17.5% | +60.1% | -42.6% | +3.9% |
| YTD | +43.8% | +64.0% | -20.1% | +24.9% |
| 1Y | +41.9% | +68.2% | -26.3% | +22.1% |
| 3Y | +69.1% | +88.8% | -19.6% | +36.1% |
| 5Y | +128.3% | -10.5% | +138.8% | +124.2% |
| 10Y | +204.9% | +219.7% | -14.8% | +73.5% |
| All | +204.9% | +219.6% | -14.6% | +73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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