+4,942.5%
CVX vs EAT
+10,017.9%
-5,075.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.3% | +1.6% |
| 7D | +3.4% | -4.0% | +7.4% | +4.0% |
| 30D | -1.0% | -2.9% | +1.9% | -0.9% |
| 3M | +12.2% | -16.9% | +29.1% | +14.6% |
| 6M | +20.3% | +57.0% | -36.6% | +11.4% |
| YTD | +48.3% | +38.2% | +10.1% | +38.5% |
| 1Y | +46.9% | +69.3% | -22.4% | +32.7% |
| 3Y | +73.1% | +483.0% | -409.9% | +25.0% |
| 5Y | +135.2% | +364.1% | -228.9% | +69.2% |
| 10Y | +214.4% | +320.8% | -106.4% | +103.8% |
| All | +4,942.5% | +10,017.9% | -5,075.4% | +2,106.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling