+42.2%
CVX vs DRI
+56.7%
-14.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | +0.7% |
| 7D | -0.6% | -1.2% | +0.6% | -0.5% |
| 30D | +13.4% | -0.4% | +13.8% | +13.4% |
| 3M | +11.8% | +9.5% | +2.3% | +10.6% |
| 6M | +12.4% | +6.5% | +6.0% | +11.5% |
| YTD | +41.5% | +18.4% | +23.1% | +37.5% |
| 1Y | +41.6% | +4.2% | +37.4% | +40.6% |
| 3Y | +42.2% | +57.1% | -14.8% | +31.9% |
| All | +42.2% | +56.7% | -14.4% | +31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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