+130.0%
CVX vs EOG
+112.7%
+17.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +0.6% |
| 7D | +3.4% | +7.6% | -4.2% | -1.2% |
| 30D | -1.0% | +3.4% | -4.3% | -3.0% |
| 3M | +12.2% | +12.7% | -0.5% | +4.0% |
| 6M | +20.3% | +19.0% | +1.3% | +7.7% |
| YTD | +48.3% | +55.6% | -7.3% | +12.6% |
| 1Y | +46.9% | +49.5% | -2.6% | +14.1% |
| 3Y | +73.1% | +43.2% | +30.0% | +36.6% |
| All | +130.0% | +112.7% | +17.3% | +44.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling