+170.6%
CVX vs KMI
+151.2%
+19.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | +0.4% |
| 7D | +0.7% | -2.1% | +2.7% | +2.0% |
| 30D | +9.1% | -1.7% | +10.8% | +10.0% |
| 3M | +13.1% | -1.9% | +15.0% | +14.2% |
| 6M | +16.3% | -4.3% | +20.6% | +19.2% |
| YTD | +43.5% | +15.8% | +27.7% | +29.9% |
| 1Y | +40.2% | +17.6% | +22.6% | +25.1% |
| 3Y | +44.2% | +113.1% | -68.9% | -23.5% |
| 5Y | +170.6% | +154.0% | +16.6% | +21.0% |
| All | +170.6% | +151.2% | +19.5% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 5y: compounded portfolio wealth divided by compounded KMI 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…
5y analysis · Full analysis span regression · 6 months rolling