+42.2%
CVX vs RKT
+40.6%
+1.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | +0.5% |
| 7D | -0.6% | +6.0% | -6.6% | -0.4% |
| 30D | +13.4% | +0.7% | +12.8% | +13.5% |
| 3M | +11.8% | +11.8% | 0.0% | +12.1% |
| 6M | +12.4% | -7.6% | +20.1% | +12.6% |
| YTD | +41.5% | -28.7% | +70.2% | +42.2% |
| 1Y | +41.6% | -32.6% | +74.2% | +42.3% |
| 3Y | +42.2% | +42.1% | +0.1% | +33.3% |
| All | +42.2% | +40.6% | +1.7% | +33.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling