+42.2%
CVX vs EIX
0.0%
+42.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.5% | -3.9% | +0.2% |
| 7D | -0.6% | +0.9% | -1.5% | -0.7% |
| 30D | +13.4% | -13.5% | +27.0% | +14.2% |
| 3M | +11.8% | -15.3% | +27.1% | +12.7% |
| 6M | +12.4% | -15.3% | +27.8% | +13.1% |
| YTD | +41.5% | +2.7% | +38.8% | +37.3% |
| 1Y | +41.6% | +17.4% | +24.2% | +34.1% |
| 3Y | +42.2% | -1.3% | +43.6% | +34.4% |
| All | +42.2% | 0.0% | +42.3% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 3y: compounded portfolio wealth divided by compounded EIX 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…
3y analysis · Full analysis span regression · 6 months rolling