+430.6%
KLAC vs CVX
+166.4%
+264.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -3.0% |
| 7D | +2.5% | +0.7% | +1.8% | +2.3% |
| 30D | -11.5% | +9.1% | -20.6% | -13.4% |
| 3M | -16.9% | +13.1% | -30.0% | -19.6% |
| 6M | +22.2% | +16.3% | +6.0% | +15.9% |
| YTD | +46.4% | +43.5% | +2.9% | +27.2% |
| 1Y | +91.0% | +40.2% | +50.9% | +67.2% |
| 3Y | +264.6% | +44.2% | +220.3% | +211.3% |
| 5Y | +430.6% | +170.6% | +260.0% | +256.7% |
| All | +430.6% | +166.4% | +264.2% | +256.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling