+57.4%
CVX vs KVUE
-20.4%
+77.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | +0.7% | -6.1% | +6.8% | +1.0% |
| 30D | +9.1% | -5.6% | +14.7% | +9.4% |
| 3M | +13.1% | -0.3% | +13.4% | +13.0% |
| 6M | +16.3% | +1.4% | +14.9% | +16.1% |
| YTD | +43.5% | +6.7% | +36.7% | +42.6% |
| 1Y | +40.2% | +1.0% | +39.2% | +40.3% |
| 3Y | +44.2% | -5.4% | +49.6% | +44.9% |
| All | +57.4% | -20.4% | +77.8% | +64.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling