+48.2%
CVX vs ARKK
+89.0%
-40.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.6% |
| 7D | +2.6% | -3.1% | +5.7% | +2.8% |
| 30D | +9.8% | +2.7% | +7.1% | +9.6% |
| 3M | +16.2% | +10.8% | +5.4% | +15.0% |
| 6M | +13.6% | +14.4% | -0.8% | +11.7% |
| YTD | +44.4% | +8.7% | +35.7% | +42.7% |
| 1Y | +40.6% | +6.7% | +33.9% | +38.7% |
| 3Y | +48.2% | +87.4% | -39.2% | +23.9% |
| All | +48.2% | +89.0% | -40.8% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 ARKK 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