+33.6%
KO vs CVX
+41.3%
-7.7%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.3% |
| 7D | -1.1% | +0.7% | -1.8% | -1.1% |
| 30D | +1.6% | +9.1% | -7.6% | +1.0% |
| 3M | +5.8% | +13.1% | -7.3% | +4.5% |
| 6M | +14.3% | +16.3% | -2.0% | +12.3% |
| YTD | +27.3% | +43.5% | -16.2% | +23.3% |
| All | +33.6% | +41.3% | -7.7% | +29.9% |
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