+219.2%
CVX vs DIA
+253.8%
-34.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | -0.4% |
| 7D | +2.6% | -1.6% | +4.2% | +4.2% |
| 30D | +9.8% | -2.0% | +11.9% | +12.0% |
| 3M | +16.2% | +3.6% | +12.6% | +11.3% |
| 6M | +13.6% | +11.5% | +2.1% | -0.3% |
| YTD | +44.4% | +10.4% | +34.0% | +27.7% |
| 1Y | +40.6% | +15.6% | +25.0% | +17.9% |
| 3Y | +48.2% | +58.9% | -10.7% | -13.9% |
| 5Y | +172.3% | +65.3% | +106.9% | +48.6% |
| All | +219.2% | +253.8% | -34.6% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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