+170.6%
CVX vs EEM
+42.3%
+128.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | 0.0% |
| 7D | +0.7% | -0.7% | +1.4% | +0.8% |
| 30D | +9.1% | +2.4% | +6.7% | +8.5% |
| 3M | +13.1% | +4.2% | +8.9% | +11.2% |
| 6M | +16.3% | +14.8% | +1.5% | +9.5% |
| YTD | +43.5% | +23.1% | +20.4% | +30.6% |
| 1Y | +40.2% | +32.5% | +7.6% | +23.3% |
| 3Y | +44.2% | +85.9% | -41.6% | +8.1% |
| 5Y | +170.6% | +43.6% | +127.1% | +122.6% |
| All | +170.6% | +42.3% | +128.3% | +122.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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