+40.6%
CVX vs SPXU
-36.3%
+76.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +1.0% |
| 7D | +2.6% | +2.5% | +0.1% | +2.2% |
| 30D | +9.8% | +4.2% | +5.6% | +9.0% |
| 3M | +16.2% | -9.3% | +25.5% | +17.7% |
| 6M | +13.6% | -30.7% | +44.3% | +19.0% |
| YTD | +44.4% | -28.1% | +72.5% | +51.2% |
| 1Y | +40.6% | -35.2% | +75.8% | +49.9% |
| All | +40.6% | -36.3% | +76.9% | +49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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