+18.4%
CVX vs DOW
-13.1%
+31.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.9% | -0.4% | +0.6% |
| 7D | +1.6% | +3.7% | -2.1% | -0.1% |
| 30D | -0.6% | +16.3% | -16.9% | -7.7% |
| 3M | +11.0% | +9.7% | +1.3% | +5.7% |
| 6M | +18.4% | -14.1% | +32.5% | +30.5% |
| All | +18.4% | -13.1% | +31.6% | +30.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling