+219.2%
CVX vs VRSN
+299.1%
-79.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.2% |
| 7D | +2.6% | +0.2% | +2.4% | +2.5% |
| 30D | +9.8% | +3.8% | +6.1% | +8.2% |
| 3M | +16.2% | +5.0% | +11.2% | +13.6% |
| 6M | +13.6% | +24.9% | -11.3% | +3.9% |
| YTD | +44.4% | +21.6% | +22.8% | +32.5% |
| 1Y | +40.6% | +2.4% | +38.2% | +37.4% |
| 3Y | +48.2% | +47.3% | +0.8% | +22.7% |
| 5Y | +172.3% | +34.7% | +137.5% | +126.7% |
| All | +219.2% | +299.1% | -79.9% | +92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 10y: compounded portfolio wealth divided by compounded VRSN 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…
10y analysis · Full analysis span regression · 6 months rolling