+74.8%
CTVA vs URA
+25.3%
+49.5%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.4% | -5.6% | -1.9% |
| 7D | +2.2% | -4.1% | +6.4% | +2.9% |
| 30D | -17.6% | -19.0% | +1.4% | -14.7% |
| 3M | +3.4% | -25.1% | +28.6% | +8.2% |
| 6M | -2.6% | -44.5% | +41.9% | +7.4% |
| YTD | +19.1% | -24.3% | +43.4% | +21.4% |
| 1Y | +26.8% | -28.1% | +54.9% | +30.3% |
| 3Y | +63.9% | +40.7% | +23.2% | +35.5% |
| All | +74.8% | +25.3% | +49.5% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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