+130.0%
CVX vs DIS
-23.4%
+153.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.5% |
| 7D | +3.4% | +1.9% | +1.5% | +3.0% |
| 30D | -1.0% | +9.2% | -10.1% | -2.8% |
| 3M | +12.2% | +13.5% | -1.3% | +9.1% |
| 6M | +20.3% | +14.3% | +6.1% | +16.5% |
| YTD | +48.3% | +5.4% | +42.9% | +46.1% |
| 1Y | +46.9% | +12.2% | +34.7% | +42.2% |
| 3Y | +73.1% | +37.2% | +35.9% | +55.6% |
| All | +130.0% | -23.4% | +153.4% | +123.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling