+144.1%
CVX vs DOW
-5.5%
+149.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +2.0% | +1.8% |
| 7D | +3.4% | +5.2% | -1.8% | +1.0% |
| 30D | -1.0% | +13.2% | -14.2% | -6.5% |
| 3M | +12.2% | +10.1% | +2.1% | +7.0% |
| 6M | +20.3% | -13.1% | +33.4% | +27.3% |
| YTD | +48.3% | +46.1% | +2.2% | +21.0% |
| 1Y | +46.9% | +50.0% | -3.1% | +17.8% |
| 3Y | +73.1% | -20.2% | +93.4% | +80.7% |
| 5Y | +135.2% | -27.7% | +162.9% | +153.7% |
| All | +144.1% | -5.5% | +149.6% | +100.1% |
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 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