+219.2%
CVX vs EOG
+121.1%
+98.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | +2.6% | +1.5% | +1.1% | +1.8% |
| 30D | +9.8% | +2.9% | +6.9% | +8.0% |
| 3M | +16.2% | +8.7% | +7.5% | +10.7% |
| 6M | +13.6% | +12.9% | +0.7% | +6.0% |
| YTD | +44.4% | +43.8% | +0.5% | +17.6% |
| 1Y | +40.6% | +27.1% | +13.5% | +22.4% |
| 3Y | +48.2% | +25.9% | +22.3% | +28.5% |
| 5Y | +172.3% | +177.9% | -5.7% | +50.1% |
| All | +219.2% | +121.1% | +98.1% | +63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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