+196.5%
CVX vs ARKK
+358.9%
-162.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.8% | +3.7% | +2.3% |
| 7D | +1.0% | +1.4% | -0.4% | +0.6% |
| 30D | +10.7% | +5.1% | +5.5% | +9.4% |
| 3M | +15.5% | +12.7% | +2.7% | +12.0% |
| 6M | +14.9% | +13.8% | +1.1% | +10.4% |
| YTD | +44.2% | +9.9% | +34.3% | +39.2% |
| 1Y | +43.5% | +10.4% | +33.1% | +37.5% |
| 3Y | +45.0% | +93.6% | -48.6% | +17.5% |
| 5Y | +172.2% | -29.4% | +201.5% | +184.6% |
| 10Y | +221.9% | +336.9% | -115.0% | +39.9% |
| All | +196.5% | +358.9% | -162.4% | +18.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling