+42.0%
CVX vs DIS
+6.6%
+35.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.3% | -0.2% |
| 7D | -9.7% | +5.2% | -15.0% | -9.0% |
| 30D | +3.6% | +11.5% | -7.8% | +5.3% |
| 3M | +13.3% | +11.5% | +1.8% | +15.2% |
| 6M | +16.9% | +8.9% | +8.0% | +19.0% |
| YTD | +43.4% | +3.4% | +40.0% | +49.1% |
| All | +42.0% | +6.6% | +35.4% | +47.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling