+170.6%
CVX vs SPXU
-85.5%
+256.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -0.2% |
| 7D | +0.7% | +6.4% | -5.7% | +1.7% |
| 30D | +9.1% | +5.9% | +3.2% | +10.1% |
| 3M | +13.1% | -11.7% | +24.7% | +10.8% |
| 6M | +16.3% | -28.7% | +45.0% | +9.9% |
| YTD | +43.5% | -26.4% | +69.8% | +36.8% |
| 1Y | +40.2% | -35.2% | +75.4% | +30.7% |
| 3Y | +44.2% | -79.8% | +124.1% | +12.7% |
| 5Y | +170.6% | -86.1% | +256.7% | +107.6% |
| All | +170.6% | -85.5% | +256.2% | +107.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling