+223.7%
CVX vs RKT
-9.3%
+233.0%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.1% | +6.5% | +1.5% |
| 7D | +1.6% | -7.5% | +9.1% | +1.7% |
| 30D | -0.6% | +26.6% | -27.2% | -1.0% |
| 3M | +11.0% | -2.4% | +13.4% | +11.0% |
| 6M | +18.4% | -7.4% | +25.8% | +18.4% |
| YTD | +45.9% | -29.2% | +75.1% | +46.8% |
| 1Y | +46.7% | -23.5% | +70.2% | +47.1% |
| 3Y | +71.6% | +73.9% | -2.3% | +63.7% |
| 5Y | +131.4% | -6.6% | +138.1% | +121.2% |
| All | +223.7% | -9.3% | +233.0% | +209.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling