+166.0%
CVX vs SBAC
-43.9%
+209.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.6% |
| 7D | -0.6% | -0.1% | -0.5% | -0.6% |
| 30D | +13.4% | +3.2% | +10.2% | +13.1% |
| 3M | +11.8% | -5.1% | +16.9% | +12.3% |
| 6M | +12.4% | -2.1% | +14.5% | +12.2% |
| YTD | +41.5% | -0.5% | +42.0% | +40.8% |
| 1Y | +41.6% | +1.1% | +40.5% | +40.6% |
| 3Y | +42.2% | -7.4% | +49.7% | +41.1% |
| 5Y | +166.0% | -44.3% | +210.3% | +176.8% |
| All | +166.0% | -43.9% | +209.9% | +176.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 5y: compounded portfolio wealth divided by compounded SBAC 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…
5y analysis · Full analysis span regression · 6 months rolling