+41.6%
CVX vs U
-3.2%
+44.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | +0.7% |
| 7D | -0.6% | +4.5% | -5.1% | -0.3% |
| 30D | +13.4% | -0.6% | +14.0% | +13.4% |
| 3M | +11.8% | +48.4% | -36.6% | +15.1% |
| 6M | +12.4% | +115.4% | -102.9% | +17.9% |
| YTD | +41.5% | -3.2% | +44.7% | +43.5% |
| 1Y | +41.6% | -6.0% | +47.6% | +41.3% |
| All | +41.6% | -3.2% | +44.8% | +41.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling