+214.5%
CVX vs XRT
+136.4%
+78.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.5% |
| 7D | +3.4% | +1.7% | +1.7% | +2.6% |
| 30D | -1.0% | +7.5% | -8.5% | -4.5% |
| 3M | +12.2% | +2.2% | +10.0% | +10.4% |
| 6M | +20.3% | +14.7% | +5.7% | +11.7% |
| YTD | +48.3% | +7.5% | +40.8% | +40.8% |
| 1Y | +46.9% | +14.1% | +32.8% | +35.4% |
| 3Y | +73.1% | +58.8% | +14.3% | +32.3% |
| 5Y | +135.2% | -3.9% | +139.1% | +127.7% |
| All | +214.5% | +136.4% | +78.2% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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