+162.6%
CVX vs DOCN
+54.1%
+108.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +13.3% |
| 3M | +11.7% | -37.7% | +49.4% | +13.8% |
| 6M | +14.1% | +115.2% | -101.1% | +7.4% |
| YTD | +40.7% | +133.7% | -93.0% | +31.3% |
| 1Y | +37.5% | +250.2% | -212.7% | +24.6% |
| 3Y | +43.9% | +320.3% | -276.4% | +27.0% |
| All | +162.6% | +54.1% | +108.5% | +122.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling