+1,435.3%
CVX vs DIA
+1,144.9%
+290.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.8% |
| 7D | +3.3% | -0.2% | +3.5% | +3.5% |
| 30D | +12.9% | -1.5% | +14.4% | +14.3% |
| 3M | +11.7% | +3.8% | +8.0% | +7.3% |
| 6M | +14.1% | +10.3% | +3.9% | +2.8% |
| YTD | +40.7% | +12.1% | +28.6% | +24.5% |
| 1Y | +37.5% | +18.6% | +18.9% | +15.1% |
| 3Y | +43.9% | +60.6% | -16.7% | -9.8% |
| 5Y | +161.5% | +64.4% | +97.0% | +58.9% |
| 10Y | +215.1% | +250.1% | -35.0% | +1.2% |
| All | +1,435.3% | +1,144.9% | +290.5% | +100.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling