+47.0%
CVX vs RKT
-9.4%
+56.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +8.7% | -12.4% | -2.5% |
| 7D | -5.3% | +29.7% | -35.1% | -1.9% |
| 30D | +5.1% | +28.5% | -23.4% | +8.9% |
| 3M | +14.9% | +6.4% | +8.6% | +16.5% |
| 6M | +14.9% | +7.1% | +7.7% | +17.7% |
| YTD | +46.3% | -22.5% | +68.8% | +48.6% |
| 1Y | +47.0% | -10.4% | +57.5% | +48.4% |
| All | +47.0% | -9.4% | +56.4% | +48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 1y: compounded portfolio wealth divided by compounded RKT 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…
1y analysis · Full analysis span regression · 6 months rolling