+67.5%
CVX vs DOCS
+32.7%
+34.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.2% |
| 7D | -6.2% | -0.6% | -5.7% | -6.2% |
| 30D | -0.4% | +6.3% | -6.7% | -0.5% |
| 3M | +9.3% | +26.5% | -17.2% | +8.8% |
| 6M | +18.4% | +24.8% | -6.4% | +17.7% |
| YTD | +42.5% | -26.8% | +69.2% | +44.4% |
| 1Y | +41.0% | -38.3% | +79.3% | +44.0% |
| 3Y | +67.5% | +36.0% | +31.5% | +60.0% |
| All | +67.5% | +32.7% | +34.9% | +60.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling