+3,124.3%
CVX vs SUI
+4,037.5%
-913.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -0.9% | -1.2% |
| 7D | +3.3% | -2.8% | +6.2% | +4.2% |
| 30D | +12.9% | -1.2% | +14.1% | +13.2% |
| 3M | +11.7% | -1.7% | +13.5% | +12.1% |
| 6M | +14.1% | -10.5% | +24.6% | +17.6% |
| YTD | +40.7% | -1.8% | +42.5% | +40.7% |
| 1Y | +37.5% | -4.1% | +41.6% | +38.3% |
| 3Y | +43.9% | +11.3% | +32.7% | +35.3% |
| 5Y | +161.5% | -32.1% | +193.6% | +182.3% |
| 10Y | +215.1% | +110.4% | +104.7% | +133.1% |
| All | +3,124.3% | +4,037.5% | -913.2% | +1,082.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling