+170.6%
CVX vs SPXS
-85.4%
+256.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.4% | -0.2% |
| 7D | +0.7% | +6.4% | -5.7% | +1.7% |
| 30D | +9.1% | +6.0% | +3.1% | +10.1% |
| 3M | +13.1% | -11.6% | +24.7% | +10.9% |
| 6M | +16.3% | -28.7% | +45.0% | +10.0% |
| YTD | +43.5% | -26.3% | +69.8% | +36.8% |
| 1Y | +40.2% | -34.9% | +75.1% | +30.8% |
| 3Y | +44.2% | -79.5% | +123.7% | +13.2% |
| 5Y | +170.6% | -85.9% | +256.5% | +108.1% |
| All | +170.6% | -85.4% | +256.0% | +108.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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