+130.0%
CVX vs RKT
-7.1%
+137.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +3.4% | -9.0% | +12.4% | +3.5% |
| 30D | -1.0% | +30.2% | -31.2% | -1.4% |
| 3M | +12.2% | -8.8% | +21.0% | +12.3% |
| 6M | +20.3% | -0.9% | +21.3% | +20.1% |
| YTD | +48.3% | -29.2% | +77.5% | +49.8% |
| 1Y | +46.9% | -20.1% | +67.0% | +47.2% |
| 3Y | +73.1% | +81.3% | -8.2% | +57.0% |
| All | +130.0% | -7.1% | +137.1% | +123.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling