+126.3%
CVX vs DOCN
-26.3%
+152.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.4% | -1.9% | +1.3% |
| 7D | +1.6% | +27.4% | -25.8% | +0.6% |
| 30D | -0.6% | -29.7% | +29.1% | +0.5% |
| 3M | +11.0% | -32.5% | +43.5% | +12.2% |
| 6M | +18.4% | -42.2% | +60.6% | +20.1% |
| YTD | +45.9% | +87.2% | -41.3% | +36.8% |
| 1Y | +46.7% | +86.2% | -39.5% | +37.4% |
| 3Y | +71.6% | +257.4% | -185.8% | +52.1% |
| All | +126.3% | -26.3% | +152.6% | +105.1% |
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