+48.2%
CVX vs KR
+33.5%
+14.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.7% | -2.1% | +0.3% |
| 7D | +2.6% | -0.2% | +2.8% | +2.6% |
| 30D | +9.8% | +5.1% | +4.8% | +9.1% |
| 3M | +16.2% | -8.2% | +24.4% | +17.4% |
| 6M | +13.6% | -18.0% | +31.6% | +16.3% |
| YTD | +44.4% | -4.8% | +49.1% | +46.2% |
| 1Y | +40.6% | -11.0% | +51.6% | +42.9% |
| 3Y | +48.2% | +37.7% | +10.5% | +37.8% |
| All | +48.2% | +33.5% | +14.7% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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