+219.2%
CVX vs KRE
+124.8%
+94.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | +2.6% | -1.8% | +4.4% | +3.5% |
| 30D | +9.8% | -4.5% | +14.3% | +12.2% |
| 3M | +16.2% | +2.7% | +13.5% | +14.2% |
| 6M | +13.6% | +16.9% | -3.2% | +3.9% |
| YTD | +44.4% | +15.4% | +29.0% | +32.2% |
| 1Y | +40.6% | +16.1% | +24.5% | +27.7% |
| 3Y | +48.2% | +85.7% | -37.5% | -0.1% |
| 5Y | +172.3% | +33.3% | +139.0% | +110.8% |
| All | +219.2% | +124.8% | +94.4% | +70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 10y: compounded portfolio wealth divided by compounded KRE 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…
10y analysis · Full analysis span regression · 6 months rolling