+4,803.1%
CVX vs SU
+61,771.6%
-56,968.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.2% | +1.9% |
| 7D | +1.0% | +1.6% | -0.6% | +1.0% |
| 30D | +10.7% | +10.7% | -0.1% | +10.6% |
| 3M | +15.5% | +13.5% | +2.0% | +15.5% |
| 6M | +14.9% | +21.8% | -6.9% | +14.9% |
| YTD | +44.2% | +58.8% | -14.6% | +44.1% |
| 1Y | +43.5% | +72.0% | -28.5% | +43.4% |
| 3Y | +45.0% | +121.7% | -76.8% | +44.8% |
| 5Y | +172.2% | +350.4% | -178.3% | +171.6% |
| 10Y | +221.9% | +264.7% | -42.8% | +221.3% |
| All | +4,803.1% | +61,771.6% | -56,968.5% | +4,773.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling