+170.6%
CVX vs EBAY
+55.0%
+115.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.6% |
| 7D | +0.7% | -0.8% | +1.5% | +0.8% |
| 30D | +9.1% | -0.6% | +9.8% | +9.2% |
| 3M | +13.1% | -1.0% | +14.1% | +12.9% |
| 6M | +16.3% | +16.3% | 0.0% | +13.5% |
| YTD | +43.5% | +21.7% | +21.8% | +38.8% |
| 1Y | +40.2% | +16.5% | +23.6% | +35.9% |
| 3Y | +44.2% | +154.2% | -109.9% | +20.6% |
| 5Y | +170.6% | +58.1% | +112.6% | +132.5% |
| All | +170.6% | +55.0% | +115.6% | +132.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EBAY.
Daily Out/Under-Performance
Portfolio return minus EBAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EBAY 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 EBAY 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