+64.0%
CVX vs U
+81.5%
-17.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.5% | -5.7% | -0.2% |
| 7D | -9.7% | +36.6% | -46.3% | -10.1% |
| 30D | +3.6% | +13.3% | -9.7% | +3.5% |
| 3M | +13.3% | +26.2% | -12.8% | +12.9% |
| 6M | +16.9% | +88.7% | -71.9% | +15.1% |
| YTD | +43.4% | +16.6% | +26.8% | +43.8% |
| 1Y | +44.5% | +29.0% | +15.5% | +43.7% |
| 3Y | +64.0% | +99.5% | -35.5% | +49.6% |
| All | +64.0% | +81.5% | -17.5% | +49.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling