+48.0%
CVX vs DHR
-4.8%
+52.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +1.9% |
| 7D | +1.0% | -2.4% | +3.4% | +1.3% |
| 30D | +10.7% | -2.2% | +12.8% | +10.9% |
| 3M | +15.5% | +9.0% | +6.5% | +13.8% |
| 6M | +14.9% | +3.5% | +11.4% | +14.1% |
| YTD | +44.2% | -10.1% | +54.3% | +47.4% |
| 1Y | +43.5% | +6.2% | +37.3% | +40.8% |
| All | +48.0% | -4.8% | +52.9% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 3y: compounded portfolio wealth divided by compounded DHR 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…
3y analysis · Full analysis span regression · 6 months rolling