+160,143.0%
KLAC vs CVX
+4,836.1%
+155,306.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.6% |
| 7D | +10.6% | -0.6% | +11.2% | +10.8% |
| 30D | -4.5% | +13.4% | -17.9% | -9.7% |
| 3M | -10.3% | +11.8% | -22.1% | -15.4% |
| 6M | +40.9% | +12.4% | +28.5% | +30.9% |
| YTD | +56.1% | +41.5% | +14.6% | +30.6% |
| 1Y | +109.0% | +41.6% | +67.4% | +74.2% |
| 3Y | +288.8% | +42.2% | +246.6% | +219.0% |
| 5Y | +489.1% | +166.0% | +323.2% | +259.0% |
| 10Y | +3,041.8% | +207.2% | +2,834.6% | +1,610.3% |
| All | +160,143.0% | +4,836.1% | +155,306.9% | +34,658.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling