+47.0%
CVX vs DKS
-29.5%
+76.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +7.7% | -11.4% | -3.4% |
| 7D | -5.3% | +8.4% | -13.8% | -5.1% |
| 30D | +5.1% | +7.7% | -2.6% | +5.4% |
| 3M | +14.9% | -25.8% | +40.7% | +13.8% |
| 6M | +14.9% | -31.0% | +45.9% | +13.5% |
| YTD | +46.3% | -23.8% | +70.1% | +43.4% |
| 1Y | +47.0% | -29.8% | +76.8% | +44.5% |
| All | +47.0% | -29.5% | +76.5% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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