+170.6%
CVX vs EOG
+172.6%
-2.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.7% |
| 7D | +0.7% | +1.0% | -0.3% | +0.1% |
| 30D | +9.1% | +2.8% | +6.3% | +7.3% |
| 3M | +13.1% | +5.9% | +7.2% | +9.0% |
| 6M | +16.3% | +17.1% | -0.8% | +5.6% |
| YTD | +43.5% | +43.9% | -0.4% | +15.0% |
| 1Y | +40.2% | +26.9% | +13.3% | +20.8% |
| 3Y | +44.2% | +23.6% | +20.7% | +24.8% |
| 5Y | +170.6% | +178.1% | -7.5% | +56.0% |
| All | +170.6% | +172.6% | -2.0% | +56.0% |
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