+42.1%
CVX vs RY
+154.9%
-112.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.1% |
| 7D | +3.3% | +3.1% | +0.2% | +2.6% |
| 30D | +12.9% | -0.3% | +13.2% | +12.9% |
| 3M | +11.7% | +8.7% | +3.1% | +9.0% |
| 6M | +14.1% | +28.5% | -14.4% | +5.5% |
| YTD | +40.7% | +25.1% | +15.6% | +31.3% |
| 1Y | +37.5% | +46.3% | -8.8% | +20.3% |
| All | +42.1% | +154.9% | -112.8% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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