+219.2%
CVX vs DHI
+414.5%
-195.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +0.2% |
| 7D | +2.6% | -3.4% | +6.0% | +3.4% |
| 30D | +9.8% | -5.4% | +15.3% | +11.1% |
| 3M | +16.2% | -10.4% | +26.6% | +18.4% |
| 6M | +13.6% | -2.8% | +16.4% | +12.6% |
| YTD | +44.4% | -3.4% | +47.8% | +42.9% |
| 1Y | +40.6% | -22.9% | +63.5% | +46.8% |
| 3Y | +48.2% | +20.7% | +27.5% | +31.6% |
| 5Y | +172.3% | +62.1% | +110.1% | +111.2% |
| All | +219.2% | +414.5% | -195.3% | +60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 10y: compounded portfolio wealth divided by compounded DHI 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…
10y analysis · Full analysis span regression · 6 months rolling