+170.6%
CVX vs AMKR
+88.0%
+82.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.5% | +3.1% | -0.3% |
| 7D | +0.7% | +5.5% | -4.8% | +0.3% |
| 30D | +9.1% | -8.6% | +17.7% | +9.6% |
| 3M | +13.1% | -28.7% | +41.8% | +14.5% |
| 6M | +16.3% | +13.3% | +3.0% | +11.5% |
| YTD | +43.5% | +26.1% | +17.4% | +34.9% |
| 1Y | +40.2% | +101.2% | -61.0% | +23.2% |
| 3Y | +44.2% | +127.7% | -83.5% | +18.8% |
| 5Y | +170.6% | +90.9% | +79.7% | +121.1% |
| All | +170.6% | +88.0% | +82.6% | +121.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMKR.
Daily Out/Under-Performance
Portfolio return minus AMKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMKR 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 5y: compounded portfolio wealth divided by compounded AMKR 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…
5y analysis · Full analysis span regression · 6 months rolling