+4,683.6%
CVX vs DHR
+56,727.1%
-52,043.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.3% | -0.9% |
| 7D | +3.3% | -3.9% | +7.2% | +4.4% |
| 30D | +12.9% | +4.0% | +8.9% | +11.6% |
| 3M | +11.7% | +11.5% | +0.2% | +7.8% |
| 6M | +14.1% | +1.9% | +12.3% | +12.2% |
| YTD | +40.7% | -8.9% | +49.6% | +42.4% |
| 1Y | +37.5% | +5.1% | +32.4% | +33.2% |
| 3Y | +43.9% | -10.3% | +54.2% | +43.3% |
| 5Y | +161.5% | -27.8% | +189.3% | +170.6% |
| 10Y | +215.1% | +203.6% | +11.5% | +117.7% |
| All | +4,683.6% | +56,727.1% | -52,043.4% | +1,325.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling