+4,782.9%
CVX vs DOC
+2,926.9%
+1,856.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.6% | -1.8% |
| 7D | -8.0% | +6.2% | -14.2% | -9.6% |
| 30D | +2.6% | +6.5% | -3.9% | +0.6% |
| 3M | +15.2% | -6.2% | +21.5% | +16.9% |
| 6M | +12.5% | +25.6% | -13.1% | +3.8% |
| YTD | +43.6% | +32.1% | +11.5% | +30.0% |
| 1Y | +45.0% | +20.3% | +24.7% | +34.8% |
| 3Y | +63.5% | +42.7% | +20.8% | +42.4% |
| 5Y | +126.8% | -22.2% | +148.9% | +132.9% |
| 10Y | +209.8% | +16.5% | +193.3% | +175.8% |
| All | +4,782.9% | +2,926.9% | +1,856.0% | +2,575.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 all: compounded portfolio wealth divided by compounded DOC 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…
all analysis · Full analysis span regression · 6 months rolling