+3,186.3%
CVX vs SUI
+4,109.4%
-923.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.3% |
| 7D | -9.7% | +6.2% | -15.9% | -11.5% |
| 30D | +3.6% | +8.6% | -4.9% | +0.8% |
| 3M | +13.3% | +1.0% | +12.3% | +12.5% |
| 6M | +16.9% | -2.6% | +19.5% | +17.2% |
| YTD | +43.4% | -0.1% | +43.5% | +42.2% |
| 1Y | +44.5% | +0.5% | +44.0% | +42.9% |
| 3Y | +64.0% | +15.3% | +48.7% | +52.4% |
| 5Y | +126.4% | -26.1% | +152.6% | +137.3% |
| 10Y | +209.4% | +117.8% | +91.5% | +125.9% |
| All | +3,186.3% | +4,109.4% | -923.1% | +1,094.7% |
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