+219.2%
CVX vs SYY
+116.5%
+102.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.2% |
| 7D | +2.6% | +3.9% | -1.3% | +1.0% |
| 30D | +9.8% | -1.7% | +11.6% | +10.6% |
| 3M | +16.2% | +5.2% | +11.0% | +13.5% |
| 6M | +13.6% | -0.2% | +13.8% | +12.2% |
| YTD | +44.4% | +15.4% | +29.0% | +33.1% |
| 1Y | +40.6% | +5.6% | +35.0% | +34.5% |
| 3Y | +48.2% | +28.9% | +19.3% | +27.3% |
| 5Y | +172.3% | +24.1% | +148.2% | +130.9% |
| All | +219.2% | +116.5% | +102.7% | +107.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 10y: compounded portfolio wealth divided by compounded SYY 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…
10y analysis · Full analysis span regression · 6 months rolling