+4,683.6%
CVX vs EAT
+11,644.8%
-6,961.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.4% |
| 7D | +3.3% | 0.0% | +3.3% | +3.3% |
| 30D | +12.9% | +1.9% | +11.0% | +12.4% |
| 3M | +11.7% | +68.7% | -56.9% | +3.0% |
| 6M | +14.1% | +66.9% | -52.8% | +4.6% |
| YTD | +40.7% | +60.4% | -19.7% | +29.2% |
| 1Y | +37.5% | +44.0% | -6.5% | +27.6% |
| 3Y | +43.9% | +604.7% | -560.7% | +1.3% |
| 5Y | +161.5% | +347.0% | -185.6% | +90.1% |
| 10Y | +215.1% | +390.8% | -175.6% | +100.6% |
| All | +4,683.6% | +11,644.8% | -6,961.2% | +1,958.8% |
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