+48.0%
CVX vs KMX
-26.3%
+74.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.0% |
| 7D | +1.0% | -1.9% | +2.8% | +1.1% |
| 30D | +10.7% | +2.6% | +8.1% | +10.3% |
| 3M | +15.5% | +25.6% | -10.1% | +12.4% |
| 6M | +14.9% | +41.9% | -27.0% | +10.0% |
| YTD | +44.2% | +56.0% | -11.8% | +35.9% |
| 1Y | +43.5% | -1.8% | +45.3% | +44.0% |
| All | +48.0% | -26.3% | +74.4% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 3y: compounded portfolio wealth divided by compounded KMX 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…
3y analysis · Full analysis span regression · 6 months rolling