+4,683.6%
CVX vs KGC
+357.0%
+4,326.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -1.1% |
| 7D | +3.3% | -1.3% | +4.6% | +3.4% |
| 30D | +12.9% | +20.3% | -7.4% | +11.5% |
| 3M | +11.7% | +8.1% | +3.6% | +10.8% |
| 6M | +14.1% | -8.8% | +22.9% | +14.1% |
| YTD | +40.7% | +10.1% | +30.6% | +38.6% |
| 1Y | +37.5% | +44.2% | -6.7% | +32.8% |
| 3Y | +43.9% | +533.0% | -489.1% | +25.0% |
| 5Y | +161.5% | +443.0% | -281.5% | +127.1% |
| 10Y | +215.1% | +678.6% | -463.4% | +159.5% |
| All | +4,683.6% | +357.0% | +4,326.6% | +3,648.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling