+47.3%
CVX vs SPXU
-79.4%
+126.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -0.3% |
| 7D | +0.7% | +6.4% | -5.7% | +1.4% |
| 30D | +9.1% | +5.9% | +3.2% | +9.8% |
| 3M | +13.1% | -11.7% | +24.7% | +11.3% |
| 6M | +16.3% | -28.7% | +45.0% | +11.1% |
| YTD | +43.5% | -26.4% | +69.8% | +38.1% |
| 1Y | +40.2% | -35.2% | +75.4% | +32.0% |
| All | +47.3% | -79.4% | +126.7% | +16.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling