+576.0%
RKLB vs CVX
+185.6%
+390.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.9% | +2.4% |
| 7D | +5.3% | -0.6% | +5.9% | +5.5% |
| 30D | -20.5% | +13.4% | -33.9% | -23.2% |
| 3M | -42.0% | +11.8% | -53.9% | -44.1% |
| 6M | -6.0% | +12.4% | -18.5% | -10.7% |
| YTD | -5.6% | +41.5% | -47.1% | -18.4% |
| 1Y | +38.0% | +41.6% | -3.6% | +18.9% |
| 3Y | +962.4% | +42.2% | +920.2% | +796.6% |
| 5Y | +336.5% | +166.0% | +170.5% | +236.6% |
| All | +576.0% | +185.6% | +390.4% | +415.3% |
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 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