+42.2%
CVX vs EAT
+612.9%
-570.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +3.9% | +0.7% |
| 7D | -0.6% | -4.9% | +4.3% | -0.5% |
| 30D | +13.4% | -1.2% | +14.6% | +13.4% |
| 3M | +11.8% | +52.2% | -40.4% | +10.3% |
| 6M | +12.4% | +65.0% | -52.6% | +10.1% |
| YTD | +41.5% | +55.0% | -13.5% | +38.8% |
| 1Y | +41.6% | +42.1% | -0.5% | +39.8% |
| 3Y | +42.2% | +614.7% | -572.5% | +25.0% |
| All | +42.2% | +612.9% | -570.6% | +25.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling