+262.7%
CVX vs U
-29.6%
+292.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.2% | -3.6% | +1.5% |
| 7D | +3.4% | +2.6% | +0.9% | +3.4% |
| 30D | -1.0% | +27.6% | -28.5% | -1.5% |
| 3M | +12.2% | +15.3% | -3.1% | +11.8% |
| 6M | +20.3% | +96.4% | -76.0% | +18.2% |
| YTD | +48.3% | +19.6% | +28.7% | +47.3% |
| 1Y | +46.9% | +42.1% | +4.8% | +44.9% |
| 3Y | +73.1% | +87.5% | -14.4% | +65.7% |
| 5Y | +135.2% | -73.1% | +208.4% | +120.7% |
| All | +262.7% | -29.6% | +292.3% | +236.7% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 10y: compounded portfolio wealth divided by compounded U 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…
10y analysis · Full analysis span regression · 6 months rolling