+165.4%
CVX vs EQT
+197.4%
-32.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.6% |
| 7D | +0.7% | -1.2% | +1.9% | +1.0% |
| 30D | +9.1% | +1.1% | +8.0% | +8.8% |
| 3M | +13.1% | +4.8% | +8.3% | +11.6% |
| 6M | +16.3% | -10.6% | +26.8% | +19.4% |
| YTD | +43.5% | +3.4% | +40.1% | +41.7% |
| 1Y | +40.2% | +8.7% | +31.5% | +36.0% |
| 3Y | +44.2% | +35.0% | +9.3% | +28.3% |
| All | +165.4% | +197.4% | -32.0% | +97.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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