+43.5%
CVX vs KGC
+33.7%
+9.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.9% |
| 7D | +1.0% | -0.1% | +1.1% | +1.0% |
| 30D | +10.7% | +10.5% | +0.2% | +11.8% |
| 3M | +15.5% | +19.8% | -4.3% | +17.9% |
| 6M | +14.9% | -6.7% | +21.6% | +15.9% |
| YTD | +44.2% | +7.8% | +36.4% | +44.5% |
| 1Y | +43.5% | +35.7% | +7.8% | +45.8% |
| All | +43.5% | +33.7% | +9.8% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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