+45.9%
CVX vs VIK
+236.8%
-191.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.1% | +0.5% |
| 7D | -0.6% | +3.6% | -4.2% | -0.7% |
| 30D | +13.4% | -16.7% | +30.2% | +14.0% |
| 3M | +11.8% | -1.1% | +12.9% | +11.4% |
| 6M | +12.4% | +27.8% | -15.4% | +8.8% |
| YTD | +41.5% | +23.3% | +18.2% | +36.9% |
| 1Y | +41.6% | +38.2% | +3.4% | +33.9% |
| All | +45.9% | +236.8% | -191.0% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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