+207.2%
CVX vs ALK
-38.6%
+245.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +1.3% |
| 7D | -0.6% | +0.1% | -0.7% | -0.7% |
| 30D | +13.4% | -18.5% | +31.9% | +18.6% |
| 3M | +11.8% | -3.6% | +15.4% | +10.8% |
| 6M | +12.4% | -3.7% | +16.1% | +9.2% |
| YTD | +41.5% | -19.0% | +60.5% | +42.9% |
| 1Y | +41.6% | -36.0% | +77.6% | +52.0% |
| 3Y | +42.2% | +2.3% | +39.9% | +23.6% |
| 5Y | +166.0% | -27.8% | +193.7% | +149.2% |
| 10Y | +207.2% | -39.0% | +246.2% | +138.3% |
| All | +207.2% | -38.6% | +245.8% | +138.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ALK 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling