+214.5%
CVX vs SUI
+123.0%
+91.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.3% |
| 7D | +3.4% | -1.5% | +4.9% | +3.9% |
| 30D | -1.0% | +3.7% | -4.7% | -2.3% |
| 3M | +12.2% | -0.4% | +12.6% | +11.9% |
| 6M | +20.3% | -2.8% | +23.1% | +20.7% |
| YTD | +48.3% | -1.6% | +49.9% | +47.7% |
| 1Y | +46.9% | -2.1% | +49.0% | +46.5% |
| 3Y | +73.1% | +18.5% | +54.6% | +57.7% |
| 5Y | +135.2% | -26.5% | +161.7% | +151.8% |
| All | +214.5% | +123.0% | +91.5% | +162.2% |
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