+172.2%
CVX vs RKT
-9.6%
+181.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.8% | +4.7% | +2.0% |
| 7D | +1.0% | -1.0% | +1.9% | +1.0% |
| 30D | +10.7% | -2.4% | +13.1% | +10.7% |
| 3M | +15.5% | +1.9% | +13.6% | +15.2% |
| 6M | +14.9% | -13.9% | +28.7% | +15.1% |
| YTD | +44.2% | -30.6% | +74.8% | +45.7% |
| 1Y | +43.5% | -34.4% | +77.9% | +45.2% |
| 3Y | +45.0% | +38.2% | +6.8% | +34.7% |
| 5Y | +172.2% | -9.7% | +181.8% | +163.5% |
| All | +172.2% | -9.6% | +181.8% | +163.5% |
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