+162.6%
CVX vs DASH
+8.6%
+154.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.6% | +3.3% | -1.2% |
| 7D | +3.3% | -10.6% | +13.9% | +3.7% |
| 30D | +12.9% | +2.2% | +10.7% | +12.8% |
| 3M | +11.7% | +32.3% | -20.6% | +10.6% |
| 6M | +14.1% | +19.1% | -5.0% | +13.4% |
| YTD | +40.7% | -6.5% | +47.2% | +41.1% |
| 1Y | +37.5% | -14.9% | +52.4% | +38.3% |
| 3Y | +43.9% | +151.9% | -108.0% | +37.2% |
| All | +162.6% | +8.6% | +154.0% | +145.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DASH.
Daily Out/Under-Performance
Portfolio return minus DASH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DASH 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 5y: compounded portfolio wealth divided by compounded DASH 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…
5y analysis · Full analysis span regression · 6 months rolling