+47.0%
CVX vs DOCN
+110.0%
-63.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -7.2% | +3.5% | -3.9% |
| 7D | -5.3% | -20.0% | +14.7% | -5.9% |
| 30D | +5.1% | -38.8% | +43.9% | +4.0% |
| 3M | +14.9% | -34.8% | +49.8% | +13.9% |
| 6M | +14.9% | -22.8% | +37.6% | +13.6% |
| YTD | +46.3% | +74.6% | -28.3% | +45.1% |
| 1Y | +47.0% | +116.4% | -69.4% | +45.7% |
| All | +47.0% | +110.0% | -63.0% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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