+89.3%
KLAC vs CVX
+42.2%
+47.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.3% | +2.4% |
| 7D | -2.7% | +2.6% | -5.3% | -0.9% |
| 30D | -13.2% | +9.8% | -23.0% | -7.1% |
| 3M | -25.0% | +16.2% | -41.2% | -14.3% |
| 6M | +23.6% | +13.6% | +10.0% | +39.1% |
| YTD | +49.2% | +44.4% | +4.8% | +68.9% |
| 1Y | +89.3% | +40.6% | +48.7% | +108.9% |
| All | +89.3% | +42.2% | +47.2% | +108.9% |
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