+37.5%
CVX vs KEY
+21.3%
+16.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.3% |
| 7D | +3.3% | +2.2% | +1.1% | +3.5% |
| 30D | +12.9% | -3.0% | +15.9% | +12.7% |
| 3M | +11.7% | +3.3% | +8.4% | +11.8% |
| 6M | +14.1% | +9.2% | +5.0% | +14.6% |
| YTD | +40.7% | +10.6% | +30.0% | +40.1% |
| 1Y | +37.5% | +20.4% | +17.1% | +34.1% |
| All | +37.5% | +21.3% | +16.2% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 1y: compounded portfolio wealth divided by compounded KEY 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…
1y analysis · Full analysis span regression · 6 months rolling