+70.3%
CVX vs SUI
+17.1%
+53.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.7% | +2.2% | +1.5% |
| 7D | +1.6% | -3.8% | +5.4% | +2.0% |
| 30D | -0.6% | +3.9% | -4.6% | -1.1% |
| 3M | +11.0% | +0.2% | +10.8% | +10.9% |
| 6M | +18.4% | -4.2% | +22.6% | +18.9% |
| YTD | +45.9% | -2.5% | +48.4% | +45.9% |
| 1Y | +46.7% | -4.0% | +50.7% | +47.0% |
| All | +70.3% | +17.1% | +53.3% | +64.8% |
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