+131.5%
CVX vs DOW
-15.8%
+147.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.0% | +1.7% | +0.1% |
| 7D | +3.3% | -2.4% | +5.7% | +4.4% |
| 30D | +12.9% | +0.4% | +12.5% | +12.5% |
| 3M | +11.7% | -14.4% | +26.1% | +19.4% |
| 6M | +14.1% | -7.0% | +21.1% | +16.2% |
| YTD | +40.7% | +30.2% | +10.5% | +21.2% |
| 1Y | +37.5% | +29.2% | +8.3% | +16.9% |
| 3Y | +43.9% | -36.7% | +80.6% | +68.8% |
| 5Y | +161.5% | -37.7% | +199.2% | +202.6% |
| All | +131.5% | -15.8% | +147.3% | +100.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling