+46.7%
CVX vs DOCS
-37.2%
+83.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.4% |
| 7D | +1.6% | +0.1% | +1.5% | +1.6% |
| 30D | -0.6% | +8.7% | -9.3% | -0.3% |
| 3M | +11.0% | +32.9% | -21.8% | +12.0% |
| 6M | +18.4% | +25.5% | -7.1% | +20.4% |
| YTD | +45.9% | -25.0% | +70.9% | +49.6% |
| 1Y | +46.7% | -34.9% | +81.5% | +52.2% |
| All | +46.7% | -37.2% | +83.9% | +52.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling