+47.3%
CVX vs SYY
+27.8%
+19.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.6% |
| 7D | +0.7% | +1.5% | -0.8% | +0.4% |
| 30D | +9.1% | -2.3% | +11.4% | +9.5% |
| 3M | +13.1% | +5.5% | +7.6% | +12.0% |
| 6M | +16.3% | -1.0% | +17.2% | +16.5% |
| YTD | +43.5% | +14.1% | +29.4% | +38.3% |
| 1Y | +40.2% | +5.6% | +34.6% | +37.8% |
| All | +47.3% | +27.8% | +19.5% | +32.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling