+162.6%
CVX vs USB
+40.0%
+122.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.2% |
| 7D | +3.3% | +1.4% | +1.9% | +2.9% |
| 30D | +12.9% | -1.3% | +14.2% | +13.2% |
| 3M | +11.7% | +15.2% | -3.5% | +7.1% |
| 6M | +14.1% | +18.8% | -4.7% | +8.0% |
| YTD | +40.7% | +21.0% | +19.7% | +32.0% |
| 1Y | +37.5% | +34.0% | +3.5% | +24.7% |
| 3Y | +43.9% | +95.3% | -51.4% | +14.0% |
| All | +162.6% | +40.0% | +122.6% | +113.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling