+328.6%
CVX vs KMI
+112.8%
+215.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.8% |
| 7D | +3.4% | +6.5% | -3.1% | -0.5% |
| 30D | -1.0% | -3.4% | +2.5% | +1.0% |
| 3M | +12.2% | +0.4% | +11.8% | +11.5% |
| 6M | +20.3% | -0.9% | +21.3% | +20.5% |
| YTD | +48.3% | +20.5% | +27.8% | +31.9% |
| 1Y | +46.9% | +23.2% | +23.7% | +28.9% |
| 3Y | +73.1% | +121.6% | -48.5% | +3.4% |
| 5Y | +135.2% | +149.1% | -13.9% | +31.9% |
| 10Y | +214.4% | +158.3% | +56.1% | +68.2% |
| All | +328.6% | +112.8% | +215.9% | +127.9% |
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