+42.2%
CVX vs RVTY
+16.6%
+25.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +0.8% |
| 7D | -0.6% | +0.4% | -1.0% | -0.6% |
| 30D | +13.4% | +10.8% | +2.6% | +12.3% |
| 3M | +11.8% | +26.8% | -14.9% | +9.0% |
| 6M | +12.4% | +39.3% | -26.9% | +7.9% |
| YTD | +41.5% | +31.6% | +9.9% | +36.4% |
| 1Y | +41.6% | +47.7% | -6.1% | +33.4% |
| 3Y | +42.2% | +19.9% | +22.3% | +36.5% |
| All | +42.2% | +16.6% | +25.6% | +36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling