+1,496.6%
CVX vs EEM
+862.7%
+633.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | -0.6% | +3.1% | -3.7% | -2.4% |
| 30D | +13.4% | +4.9% | +8.6% | +10.0% |
| 3M | +11.8% | +5.2% | +6.6% | +6.8% |
| 6M | +12.4% | +20.7% | -8.3% | -3.2% |
| YTD | +41.5% | +26.5% | +15.0% | +17.8% |
| 1Y | +41.6% | +37.8% | +3.8% | +11.4% |
| 3Y | +42.2% | +91.0% | -48.7% | -10.2% |
| 5Y | +166.0% | +47.0% | +118.9% | +95.0% |
| 10Y | +207.2% | +125.6% | +81.6% | +73.8% |
| All | +1,496.6% | +862.7% | +633.8% | +329.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling