+218.3%
CVX vs RKT
-12.8%
+231.1%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | -0.5% |
| 7D | +0.7% | -7.2% | +7.9% | +0.8% |
| 30D | +9.1% | -7.9% | +17.0% | +9.3% |
| 3M | +13.1% | +5.2% | +7.9% | +12.7% |
| 6M | +16.3% | -14.9% | +31.2% | +16.4% |
| YTD | +43.5% | -31.9% | +75.4% | +44.5% |
| 1Y | +40.2% | -36.9% | +77.0% | +41.4% |
| 3Y | +44.2% | +35.7% | +8.5% | +38.9% |
| 5Y | +170.6% | -9.7% | +180.3% | +158.8% |
| All | +218.3% | -12.8% | +231.1% | +204.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling