+201.1%
CVX vs DIS
+37.3%
+163.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.3% | 0.0% |
| 7D | -9.7% | +5.2% | -15.0% | -11.6% |
| 30D | +3.6% | +11.5% | -7.8% | -0.9% |
| 3M | +13.3% | +11.5% | +1.8% | +8.0% |
| 6M | +16.9% | +8.9% | +8.0% | +11.8% |
| YTD | +43.4% | +3.4% | +40.0% | +39.0% |
| 1Y | +44.5% | +7.2% | +37.3% | +37.2% |
| 3Y | +64.0% | +43.3% | +20.6% | +31.7% |
| 5Y | +126.4% | -31.4% | +157.9% | +155.9% |
| All | +201.1% | +37.3% | +163.9% | +142.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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