+364.5%
CVX price history and return analytics
+356.5%
+8.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.9% |
| 7D | +3.4% | +2.4% | +1.1% | +1.1% |
| 30D | -1.0% | -1.5% | +0.5% | 0.0% |
| 3M | +12.2% | -4.1% | +16.3% | +15.9% |
| 6M | +20.3% | +0.6% | +19.8% | +17.6% |
| YTD | +48.3% | +11.0% | +37.3% | +30.0% |
| 1Y | +46.9% | +13.3% | +33.6% | +26.0% |
| 3Y | +73.1% | +73.4% | -0.3% | -4.0% |
| 5Y | +135.2% | +57.4% | +77.8% | +40.5% |
| 10Y | +214.4% | +221.7% | -7.3% | -4.8% |
| All | +364.5% | +356.5% | +8.0% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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