+3,030.5%
CVX vs DAR
+1,400.9%
+1,629.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.7% | -5.5% | -1.2% |
| 7D | -7.5% | -2.8% | -4.7% | -7.3% |
| 30D | -0.6% | -12.8% | +12.3% | +0.5% |
| 3M | +14.0% | -11.6% | +25.5% | +15.0% |
| 6M | +18.1% | -16.8% | +34.9% | +19.8% |
| YTD | +42.2% | +45.9% | -3.8% | +37.8% |
| 1Y | +41.3% | +61.5% | -20.2% | +35.9% |
| 3Y | +68.3% | +23.0% | +45.4% | +63.7% |
| 5Y | +122.0% | -35.8% | +157.9% | +125.3% |
| 10Y | +198.6% | +280.4% | -81.8% | +170.1% |
| All | +3,030.5% | +1,400.9% | +1,629.7% | +2,597.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling