+37.5%
CVX vs IVZ
+56.4%
-18.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -1.2% |
| 7D | +3.3% | +0.6% | +2.7% | +3.4% |
| 30D | +12.9% | +4.0% | +8.9% | +13.3% |
| 3M | +11.7% | +18.2% | -6.5% | +13.4% |
| 6M | +14.1% | +32.8% | -18.7% | +17.4% |
| YTD | +40.7% | +28.7% | +11.9% | +44.1% |
| 1Y | +37.5% | +55.4% | -17.9% | +43.2% |
| All | +37.5% | +56.4% | -18.9% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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