+48.2%
CVX vs KVUE
-9.0%
+57.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | +2.6% | -5.1% | +7.7% | +2.9% |
| 30D | +9.8% | -6.3% | +16.2% | +10.2% |
| 3M | +16.2% | -0.5% | +16.7% | +16.1% |
| 6M | +13.6% | +3.1% | +10.5% | +13.2% |
| YTD | +44.4% | +6.7% | +37.7% | +43.4% |
| 1Y | +40.6% | -1.1% | +41.7% | +41.3% |
| 3Y | +48.2% | -8.7% | +56.9% | +43.6% |
| All | +48.2% | -9.0% | +57.2% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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