+46.9%
CVX vs IGV
-7.2%
+54.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.6% |
| 7D | +3.4% | +2.3% | +1.1% | +3.6% |
| 30D | -1.0% | -6.0% | +5.0% | -1.5% |
| 3M | +12.2% | -4.8% | +17.0% | +11.8% |
| 6M | +20.3% | +14.2% | +6.1% | +22.0% |
| YTD | +48.3% | -4.2% | +52.5% | +43.3% |
| 1Y | +46.9% | -5.3% | +52.2% | +42.1% |
| All | +46.9% | -7.2% | +54.1% | +42.1% |
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