+166.0%
CVX vs SPOT
+108.1%
+57.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.5% | +3.1% | +0.7% |
| 7D | -0.6% | -2.9% | +2.3% | -0.4% |
| 30D | +13.4% | +8.3% | +5.1% | +12.9% |
| 3M | +11.8% | +5.1% | +6.8% | +11.4% |
| 6M | +12.4% | -6.5% | +18.9% | +12.6% |
| YTD | +41.5% | -9.0% | +50.5% | +41.7% |
| 1Y | +41.6% | -26.4% | +68.0% | +43.5% |
| 3Y | +42.2% | +240.0% | -197.8% | +29.5% |
| 5Y | +166.0% | +111.7% | +54.2% | +135.4% |
| All | +166.0% | +108.1% | +57.8% | +135.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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