+37.5%
CVX vs XLK
+44.7%
-7.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.1% |
| 7D | +3.3% | +0.9% | +2.5% | +3.6% |
| 30D | +12.9% | +0.7% | +12.1% | +13.2% |
| 3M | +11.7% | -2.9% | +14.7% | +11.6% |
| 6M | +14.1% | +34.3% | -20.1% | +22.7% |
| YTD | +40.7% | +30.4% | +10.3% | +50.5% |
| 1Y | +37.5% | +43.4% | -5.9% | +51.0% |
| All | +37.5% | +44.7% | -7.2% | +51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 1y: compounded portfolio wealth divided by compounded XLK 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…
1y analysis · Full analysis span regression · 6 months rolling