+316.8%
CVX vs KMI
+107.5%
+209.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.8% | +3.7% | +3.0% |
| 7D | +1.0% | -1.8% | +2.7% | +2.0% |
| 30D | +10.7% | +0.1% | +10.6% | +10.4% |
| 3M | +15.5% | +1.2% | +14.3% | +14.5% |
| 6M | +14.9% | -3.9% | +18.8% | +17.3% |
| YTD | +44.2% | +17.5% | +26.7% | +30.5% |
| 1Y | +43.5% | +22.6% | +20.9% | +26.1% |
| 3Y | +45.0% | +116.3% | -71.3% | -12.0% |
| 5Y | +172.2% | +157.6% | +14.5% | +49.7% |
| 10Y | +221.9% | +136.6% | +85.3% | +78.9% |
| All | +316.8% | +107.5% | +209.2% | +125.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling