+162.6%
CVX vs DIS
-40.0%
+202.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | -0.9% |
| 7D | +3.3% | -2.6% | +5.9% | +3.9% |
| 30D | +12.9% | +3.5% | +9.4% | +11.9% |
| 3M | +11.7% | +6.8% | +4.9% | +9.8% |
| 6M | +14.1% | +3.0% | +11.2% | +12.7% |
| YTD | +40.7% | -6.7% | +47.4% | +42.3% |
| 1Y | +37.5% | -10.1% | +47.6% | +40.1% |
| 3Y | +43.9% | +33.0% | +10.9% | +29.5% |
| All | +162.6% | -40.0% | +202.6% | +181.9% |
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