+217.2%
CVX vs ED
+109.0%
+108.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | +0.7% | -1.9% | +2.5% | +1.2% |
| 30D | +9.1% | +0.1% | +9.0% | +9.1% |
| 3M | +13.1% | 0.0% | +13.1% | +13.0% |
| 6M | +16.3% | -2.5% | +18.8% | +17.0% |
| YTD | +43.5% | +10.1% | +33.4% | +39.0% |
| 1Y | +40.2% | +13.6% | +26.6% | +34.2% |
| 3Y | +44.2% | +32.4% | +11.8% | +29.1% |
| 5Y | +170.6% | +69.9% | +100.8% | +118.5% |
| All | +217.2% | +109.0% | +108.2% | +146.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 10y: compounded portfolio wealth divided by compounded ED 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…
10y analysis · Full analysis span regression · 6 months rolling