+42.1%
CVX vs DOCN
+324.7%
-282.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.8% | -4.1% | -1.4% |
| 7D | +3.3% | +1.1% | +2.2% | +3.3% |
| 30D | +12.9% | -9.6% | +22.5% | +13.2% |
| 3M | +11.7% | -37.7% | +49.4% | +13.9% |
| 6M | +14.1% | +115.2% | -101.1% | +5.8% |
| YTD | +40.7% | +133.7% | -93.0% | +28.8% |
| 1Y | +37.5% | +250.2% | -212.7% | +20.7% |
| All | +42.1% | +324.7% | -282.7% | +18.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling