+64.0%
CVX vs SUI
+15.1%
+48.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | 0.0% |
| 7D | -9.7% | +6.2% | -15.9% | -10.4% |
| 30D | +3.6% | +8.6% | -4.9% | +2.6% |
| 3M | +13.3% | +1.0% | +12.3% | +13.1% |
| 6M | +16.9% | -2.6% | +19.5% | +17.2% |
| YTD | +43.4% | -0.1% | +43.5% | +43.0% |
| 1Y | +44.5% | +0.5% | +44.0% | +43.9% |
| 3Y | +64.0% | +15.3% | +48.7% | +57.4% |
| All | +64.0% | +15.1% | +48.8% | +57.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling