+39.7%
CVX vs DBX
+13.9%
+25.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.5% |
| 7D | +0.7% | -1.8% | +2.5% | +0.6% |
| 30D | +9.1% | +2.8% | +6.3% | +9.1% |
| 3M | +13.1% | +26.8% | -13.7% | +12.9% |
| 6M | +16.3% | +32.8% | -16.5% | +15.9% |
| YTD | +43.5% | +26.1% | +17.4% | +43.2% |
| All | +39.7% | +13.9% | +25.9% | +41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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