+14.9%
CVX vs XBI
+28.5%
-13.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.6% | +3.5% | +1.4% |
| 7D | +1.0% | -3.6% | +4.6% | -0.2% |
| 30D | +10.7% | +0.9% | +9.8% | +11.2% |
| 3M | +15.5% | +21.4% | -5.9% | +25.7% |
| 6M | +14.9% | +25.5% | -10.6% | +27.3% |
| All | +14.9% | +28.5% | -13.6% | +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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling