+4,683.6%
CVX vs SYY
+4,458.5%
+225.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | 0.0% | -0.9% |
| 7D | +3.3% | -2.3% | +5.6% | +4.1% |
| 30D | +12.9% | -4.9% | +17.8% | +14.7% |
| 3M | +11.7% | +8.4% | +3.3% | +8.6% |
| 6M | +14.1% | -7.4% | +21.5% | +15.8% |
| YTD | +40.7% | +11.0% | +29.7% | +34.0% |
| 1Y | +37.5% | -0.2% | +37.7% | +35.5% |
| 3Y | +43.9% | +23.8% | +20.2% | +30.5% |
| 5Y | +161.5% | +18.1% | +143.3% | +136.8% |
| 10Y | +215.1% | +94.6% | +120.5% | +134.7% |
| All | +4,683.6% | +4,458.5% | +225.1% | +1,834.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling