+4,683.6%
CVX vs USB
+8,537.0%
-3,853.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.9% |
| 6M | +14.1% | +18.8% | -4.7% | +7.8% |
| YTD | +40.7% | +21.0% | +19.7% | +31.9% |
| 1Y | +37.5% | +34.0% | +3.5% | +24.8% |
| 3Y | +43.9% | +95.3% | -51.4% | +15.1% |
| 5Y | +161.5% | +40.4% | +121.1% | +125.4% |
| 10Y | +215.1% | +107.3% | +107.8% | +143.2% |
| All | +4,683.6% | +8,537.0% | -3,853.4% | +2,371.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling