+42.1%
CVX vs USB
+95.2%
-53.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.2% |
| 7D | +3.3% | +1.4% | +1.9% | +3.0% |
| 30D | +12.9% | -1.3% | +14.2% | +13.2% |
| 3M | +11.7% | +15.2% | -3.5% | +7.5% |
| 6M | +14.1% | +18.8% | -4.7% | +8.5% |
| YTD | +40.7% | +21.0% | +19.7% | +32.5% |
| 1Y | +37.5% | +34.0% | +3.5% | +25.1% |
| All | +42.1% | +95.2% | -53.1% | +11.1% |
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