+3,164.8%
CVX vs SUI
+4,072.7%
-907.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.5% |
| 7D | -6.2% | +3.4% | -9.7% | -7.3% |
| 30D | -0.4% | +4.6% | -5.0% | -2.0% |
| 3M | +9.3% | +1.6% | +7.7% | +8.4% |
| 6M | +18.4% | -3.5% | +21.8% | +19.0% |
| YTD | +42.5% | -1.0% | +43.5% | +41.6% |
| 1Y | +41.0% | -1.7% | +42.8% | +40.5% |
| 3Y | +67.5% | +18.4% | +49.2% | +54.3% |
| 5Y | +126.1% | -26.3% | +152.5% | +137.2% |
| 10Y | +198.8% | +123.3% | +75.4% | +116.6% |
| All | +3,164.8% | +4,072.7% | -907.9% | +1,090.1% |
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