+125.6%
CVX vs DECK
+23.3%
+102.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | -0.1% |
| 7D | -9.7% | +5.8% | -15.5% | -10.1% |
| 30D | +3.6% | +7.9% | -4.2% | +3.0% |
| 3M | +13.3% | -11.4% | +24.7% | +14.2% |
| 6M | +16.9% | -16.6% | +33.4% | +18.0% |
| YTD | +43.4% | -16.4% | +59.8% | +44.1% |
| 1Y | +44.5% | +8.6% | +35.8% | +41.5% |
| 3Y | +64.0% | -15.1% | +79.1% | +61.2% |
| All | +125.6% | +23.3% | +102.3% | +109.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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