+204.9%
CVX vs SUI
+120.9%
+84.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +1.2% |
| 7D | -1.7% | -2.4% | +0.7% | -1.0% |
| 30D | -0.8% | +3.3% | -4.1% | -2.1% |
| 3M | +9.4% | +0.7% | +8.7% | +8.7% |
| 6M | +17.5% | -4.1% | +21.7% | +18.4% |
| YTD | +43.8% | -1.8% | +45.7% | +43.3% |
| 1Y | +41.9% | -4.1% | +45.9% | +42.4% |
| 3Y | +69.1% | +17.4% | +51.7% | +54.6% |
| 5Y | +128.3% | -27.0% | +155.3% | +145.1% |
| 10Y | +204.9% | +121.2% | +83.7% | +154.5% |
| All | +204.9% | +120.9% | +84.0% | +154.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling