+64.0%
CVX vs USB
+89.5%
-25.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.4% | 0.0% |
| 7D | -9.7% | 0.0% | -9.7% | -9.8% |
| 30D | +3.6% | +5.8% | -2.2% | +2.2% |
| 3M | +13.3% | -6.0% | +19.3% | +14.8% |
| 6M | +16.9% | +7.8% | +9.1% | +14.1% |
| YTD | +43.4% | +14.6% | +28.8% | +36.5% |
| 1Y | +44.5% | +31.8% | +12.7% | +31.1% |
| 3Y | +64.0% | +91.5% | -27.6% | +30.8% |
| All | +64.0% | +89.5% | -25.5% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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