+679.3%
CVX vs KRE
+151.4%
+528.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +1.2% |
| 7D | -0.6% | +2.3% | -2.9% | -1.7% |
| 30D | +13.4% | -2.5% | +15.9% | +14.7% |
| 3M | +11.8% | +6.2% | +5.6% | +8.3% |
| 6M | +12.4% | +15.8% | -3.4% | +4.0% |
| YTD | +41.5% | +16.0% | +25.5% | +30.2% |
| 1Y | +41.6% | +16.2% | +25.4% | +29.6% |
| 3Y | +42.2% | +86.4% | -44.2% | 0.0% |
| 5Y | +166.0% | +33.0% | +133.0% | +112.0% |
| 10Y | +207.2% | +123.0% | +84.2% | +83.2% |
| All | +679.3% | +151.4% | +528.0% | +300.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling