+1,899.5%
CVX vs DGX
+8,794.8%
-6,895.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +1.0% | -2.2% | +3.2% | +1.5% |
| 30D | +10.7% | -0.9% | +11.6% | +10.8% |
| 3M | +15.5% | +15.6% | -0.1% | +11.5% |
| 6M | +14.9% | +17.8% | -2.9% | +10.3% |
| YTD | +44.2% | +37.5% | +6.7% | +33.3% |
| 1Y | +43.5% | +31.2% | +12.4% | +33.9% |
| 3Y | +45.0% | +96.6% | -51.6% | +22.0% |
| 5Y | +172.2% | +64.9% | +107.2% | +136.0% |
| 10Y | +221.9% | +254.6% | -32.7% | +131.7% |
| All | +1,899.5% | +8,794.8% | -6,895.3% | +1,007.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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