+40.2%
CVX vs EWT
+82.5%
-42.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.1% | -0.9% |
| 7D | +0.7% | -1.1% | +1.8% | +0.5% |
| 30D | +9.1% | +4.8% | +4.3% | +10.1% |
| 3M | +13.1% | +11.1% | +1.9% | +15.2% |
| 6M | +16.3% | +54.6% | -38.4% | +21.9% |
| YTD | +43.5% | +71.4% | -28.0% | +47.1% |
| 1Y | +40.2% | +82.1% | -42.0% | +44.3% |
| All | +40.2% | +82.5% | -42.3% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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