+46.9%
CVX vs EW
+25.9%
+21.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.4% | +1.9% |
| 7D | +3.4% | +4.9% | -1.5% | +4.6% |
| 30D | -1.0% | +23.9% | -24.9% | +3.8% |
| 3M | +12.2% | +15.8% | -3.6% | +16.5% |
| 6M | +20.3% | +31.7% | -11.3% | +28.3% |
| YTD | +48.3% | +25.7% | +22.6% | +56.3% |
| 1Y | +46.9% | +24.4% | +22.5% | +55.3% |
| All | +46.9% | +25.9% | +21.0% | +55.3% |
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