+43.5%
CVX vs DIA
+16.7%
+26.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.7% | +1.6% |
| 7D | +1.0% | -1.2% | +2.2% | +0.4% |
| 30D | +10.7% | -2.7% | +13.3% | +9.3% |
| 3M | +15.5% | +3.3% | +12.2% | +17.0% |
| 6M | +14.9% | +10.4% | +4.5% | +19.7% |
| YTD | +44.2% | +10.0% | +34.2% | +49.9% |
| 1Y | +43.5% | +16.2% | +27.3% | +48.3% |
| All | +43.5% | +16.7% | +26.8% | +48.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling