+41.9%
CVX vs EW
+25.3%
+16.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.8% | +1.4% |
| 7D | -1.7% | +6.5% | -8.2% | -0.2% |
| 30D | -0.8% | +22.5% | -23.3% | +3.7% |
| 3M | +9.4% | +13.0% | -3.6% | +13.0% |
| 6M | +17.5% | +37.1% | -19.6% | +26.2% |
| YTD | +43.8% | +24.1% | +19.7% | +51.2% |
| 1Y | +41.9% | +24.2% | +17.6% | +49.4% |
| All | +41.9% | +25.3% | +16.6% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 1y: compounded portfolio wealth divided by compounded EW 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…
1y analysis · Full analysis span regression · 6 months rolling