+143.6%
CVX vs DOCS
-20.2%
+163.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -0.9% |
| 7D | -7.5% | 0.0% | -7.5% | -7.5% |
| 30D | -0.6% | +7.8% | -8.3% | -0.8% |
| 3M | +14.0% | +20.0% | -6.0% | +13.3% |
| 6M | +18.1% | +26.5% | -8.4% | +17.1% |
| YTD | +42.2% | -25.8% | +67.9% | +43.2% |
| 1Y | +41.3% | -39.5% | +80.8% | +43.3% |
| 3Y | +68.3% | +60.3% | +8.0% | +64.1% |
| 5Y | +122.0% | -57.0% | +179.1% | +118.3% |
| All | +143.6% | -20.2% | +163.8% | +139.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 10y: compounded portfolio wealth divided by compounded DOCS 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…
10y analysis · Full analysis span regression · 6 months rolling