+170.6%
CVX vs SYY
+20.0%
+150.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.7% |
| 7D | +0.7% | +1.5% | -0.8% | +0.4% |
| 30D | +9.1% | -2.3% | +11.4% | +9.7% |
| 3M | +13.1% | +5.5% | +7.6% | +11.6% |
| 6M | +16.3% | -1.0% | +17.2% | +16.1% |
| YTD | +43.5% | +14.1% | +29.4% | +37.5% |
| 1Y | +40.2% | +5.6% | +34.6% | +37.1% |
| 3Y | +44.2% | +27.9% | +16.4% | +32.3% |
| 5Y | +170.6% | +22.7% | +147.9% | +141.1% |
| All | +170.6% | +20.0% | +150.6% | +141.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling