+113.7%
KLAC vs CVX
+37.2%
+76.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.3% | +8.6% | +6.4% |
| 7D | +5.7% | +3.3% | +2.4% | +8.2% |
| 30D | -3.6% | +12.9% | -16.5% | +5.0% |
| 3M | -12.8% | +11.7% | -24.5% | -3.0% |
| 6M | +26.1% | +14.1% | +11.9% | +40.1% |
| YTD | +53.3% | +40.7% | +12.6% | +71.9% |
| 1Y | +113.7% | +37.5% | +76.2% | +135.3% |
| All | +113.7% | +37.2% | +76.5% | +135.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CVX.
Daily Out/Under-Performance
Portfolio return minus CVX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVX 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 CVX 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