+40.2%
CVX vs IGV
-10.7%
+50.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.5% |
| 7D | +0.7% | -5.4% | +6.1% | +0.3% |
| 30D | +9.1% | -2.6% | +11.7% | +8.9% |
| 3M | +13.1% | +10.5% | +2.6% | +14.1% |
| 6M | +16.3% | +18.2% | -1.9% | +17.7% |
| YTD | +43.5% | -4.2% | +47.7% | +41.5% |
| 1Y | +40.2% | -9.8% | +50.0% | +40.4% |
| All | +40.2% | -10.7% | +50.8% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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