+125.6%
CVX vs SUI
-26.3%
+151.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.1% |
| 7D | -9.7% | +6.2% | -15.9% | -10.6% |
| 30D | +3.6% | +8.6% | -4.9% | +2.3% |
| 3M | +13.3% | +1.0% | +12.3% | +13.0% |
| 6M | +16.9% | -2.6% | +19.5% | +17.2% |
| YTD | +43.4% | -0.1% | +43.5% | +42.9% |
| 1Y | +44.5% | +0.5% | +44.0% | +43.8% |
| 3Y | +64.0% | +15.3% | +48.7% | +57.6% |
| All | +125.6% | -26.3% | +151.9% | +128.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling