+48.2%
CVX vs XBI
+99.0%
-50.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.6% |
| 7D | +2.6% | -4.6% | +7.3% | +2.9% |
| 30D | +9.8% | -2.0% | +11.8% | +9.9% |
| 3M | +16.2% | +17.8% | -1.6% | +14.6% |
| 6M | +13.6% | +23.7% | -10.1% | +11.2% |
| YTD | +44.4% | +28.2% | +16.1% | +40.2% |
| 1Y | +40.6% | +64.0% | -23.4% | +30.2% |
| 3Y | +48.2% | +99.4% | -51.2% | +27.3% |
| All | +48.2% | +99.0% | -50.8% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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