+214.5%
CVX vs DAR
+311.7%
-97.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.2% |
| 7D | +3.4% | +11.6% | -8.1% | -0.6% |
| 30D | -1.0% | -10.2% | +9.3% | +2.7% |
| 3M | +12.2% | -14.8% | +27.0% | +18.3% |
| 6M | +20.3% | -10.1% | +30.4% | +24.0% |
| YTD | +48.3% | +55.5% | -7.2% | +25.4% |
| 1Y | +46.9% | +61.7% | -14.8% | +22.1% |
| 3Y | +73.1% | +37.2% | +36.0% | +43.1% |
| 5Y | +135.2% | -26.9% | +162.1% | +139.6% |
| All | +214.5% | +311.7% | -97.2% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling