+4,683.6%
CVX vs KEY
+1,050.5%
+3,633.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.4% |
| 7D | +3.3% | +2.2% | +1.1% | +2.7% |
| 30D | +12.9% | -3.0% | +15.9% | +13.7% |
| 3M | +11.7% | +3.3% | +8.4% | +10.5% |
| 6M | +14.1% | +9.2% | +5.0% | +11.0% |
| YTD | +40.7% | +10.6% | +30.0% | +36.0% |
| 1Y | +37.5% | +20.4% | +17.1% | +29.9% |
| 3Y | +43.9% | +121.8% | -77.9% | +13.7% |
| 5Y | +161.5% | +41.1% | +120.3% | +121.9% |
| 10Y | +215.1% | +168.5% | +46.6% | +125.3% |
| All | +4,683.6% | +1,050.5% | +3,633.1% | +2,378.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling