+2,575.7%
CVX vs RY
+11,573.6%
-8,997.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -0.9% |
| 7D | +3.3% | +3.1% | +0.2% | +1.7% |
| 30D | +12.9% | -0.3% | +13.2% | +12.9% |
| 3M | +11.7% | +8.7% | +3.1% | +6.6% |
| 6M | +14.1% | +28.5% | -14.4% | -0.7% |
| YTD | +40.7% | +25.1% | +15.6% | +23.9% |
| 1Y | +37.5% | +46.3% | -8.8% | +11.4% |
| 3Y | +43.9% | +154.9% | -111.0% | -13.7% |
| 5Y | +161.5% | +140.3% | +21.2% | +61.0% |
| 10Y | +215.1% | +377.0% | -161.9% | +43.6% |
| All | +2,575.7% | +11,573.6% | -8,997.9% | +439.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling