+172.2%
CVX vs EAT
+310.8%
-138.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.2% | +5.1% | +2.1% |
| 7D | +1.0% | -6.8% | +7.8% | +1.4% |
| 30D | +10.7% | -5.4% | +16.0% | +10.9% |
| 3M | +15.5% | +42.8% | -27.3% | +12.5% |
| 6M | +14.9% | +56.5% | -41.6% | +10.7% |
| YTD | +44.2% | +50.0% | -5.8% | +39.1% |
| 1Y | +43.5% | +38.3% | +5.2% | +39.2% |
| 3Y | +45.0% | +591.6% | -546.7% | +17.2% |
| 5Y | +172.2% | +312.6% | -140.5% | +129.5% |
| All | +172.2% | +310.8% | -138.7% | +129.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling