+172.2%
CVX vs DOW
-35.8%
+208.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.1% |
| 7D | +1.0% | -6.0% | +7.0% | +3.1% |
| 30D | +10.7% | -2.7% | +13.4% | +11.6% |
| 3M | +15.5% | -10.5% | +26.0% | +19.6% |
| 6M | +14.9% | -12.4% | +27.3% | +19.2% |
| YTD | +44.2% | +30.0% | +14.2% | +29.6% |
| 1Y | +43.5% | +27.8% | +15.7% | +28.5% |
| 3Y | +45.0% | -34.9% | +79.9% | +68.6% |
| 5Y | +172.2% | -35.9% | +208.0% | +213.1% |
| All | +172.2% | -35.8% | +208.0% | +213.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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