+40.2%
CVX vs EAT
+38.2%
+2.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | +0.7% | -6.2% | +6.9% | +0.2% |
| 30D | +9.1% | -3.0% | +12.2% | +9.0% |
| 3M | +13.1% | +45.6% | -32.6% | +16.8% |
| 6M | +16.3% | +53.5% | -37.3% | +20.4% |
| YTD | +43.5% | +49.6% | -6.1% | +48.6% |
| 1Y | +40.2% | +38.9% | +1.2% | +45.6% |
| All | +40.2% | +38.2% | +2.0% | +45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 1y: compounded portfolio wealth divided by compounded EAT 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…
1y analysis · Full analysis span regression · 6 months rolling