+308.8%
RKLB vs CVX
+169.1%
+139.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.4% |
| 7D | -2.0% | +2.6% | -4.7% | -2.8% |
| 30D | -22.4% | +9.8% | -32.3% | -24.5% |
| 3M | -45.2% | +16.2% | -61.4% | -47.9% |
| 6M | -12.5% | +13.6% | -26.1% | -17.4% |
| YTD | -9.8% | +44.4% | -54.1% | -23.5% |
| 1Y | +30.0% | +40.6% | -10.6% | +11.2% |
| 3Y | +942.2% | +48.2% | +894.0% | +750.2% |
| All | +308.8% | +169.1% | +139.7% | +250.3% |
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