+546.0%
RKLB vs CVX
+191.4%
+354.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.4% |
| 7D | -2.0% | +2.6% | -4.7% | -2.7% |
| 30D | -22.4% | +9.8% | -32.3% | -24.4% |
| 3M | -45.2% | +16.2% | -61.4% | -47.7% |
| 6M | -12.5% | +13.6% | -26.1% | -17.1% |
| YTD | -9.8% | +44.4% | -54.1% | -22.4% |
| 1Y | +30.0% | +40.6% | -10.6% | +12.7% |
| 3Y | +942.2% | +48.2% | +894.0% | +768.0% |
| 5Y | +236.8% | +172.3% | +64.5% | +158.1% |
| All | +546.0% | +191.4% | +354.6% | +389.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling