+167.0%
CVX vs SU
+348.9%
-181.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.8% | +0.7% |
| 7D | +2.6% | +2.2% | +0.4% | +1.4% |
| 30D | +9.8% | +8.4% | +1.4% | +4.9% |
| 3M | +16.2% | +12.1% | +4.1% | +8.8% |
| 6M | +13.6% | +19.7% | -6.1% | +2.3% |
| YTD | +44.4% | +58.4% | -14.0% | +10.9% |
| 1Y | +40.6% | +67.2% | -26.6% | +4.5% |
| 3Y | +48.2% | +125.0% | -76.8% | -8.1% |
| All | +167.0% | +348.9% | -181.9% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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