+4,803.1%
CVX vs KR
+4,322.8%
+480.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.3% | +3.2% | +2.1% |
| 7D | +1.0% | -3.1% | +4.0% | +1.5% |
| 30D | +10.7% | +0.6% | +10.0% | +10.5% |
| 3M | +15.5% | -9.8% | +25.3% | +17.3% |
| 6M | +14.9% | -22.1% | +37.0% | +19.5% |
| YTD | +44.2% | -8.1% | +52.3% | +45.8% |
| 1Y | +43.5% | -14.7% | +58.2% | +46.7% |
| 3Y | +45.0% | +28.6% | +16.4% | +37.0% |
| 5Y | +172.2% | +36.4% | +135.8% | +151.8% |
| 10Y | +221.9% | +120.8% | +101.1% | +163.7% |
| All | +4,803.1% | +4,322.8% | +480.3% | +2,504.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling