+126.8%
CVX vs USB
+22.2%
+104.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.2% | -1.3% |
| 7D | -8.0% | -1.5% | -6.5% | -7.7% |
| 30D | +2.6% | +4.3% | -1.7% | +1.3% |
| 3M | +15.2% | -6.1% | +21.3% | +17.0% |
| 6M | +12.5% | +9.4% | +3.1% | +9.2% |
| YTD | +43.6% | +15.2% | +28.4% | +36.6% |
| 1Y | +45.0% | +32.8% | +12.2% | +31.8% |
| 3Y | +63.5% | +91.3% | -27.8% | +31.2% |
| 5Y | +126.8% | +22.7% | +104.1% | +99.2% |
| All | +126.8% | +22.2% | +104.6% | +99.2% |
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