+250.7%
CVX vs U
-31.3%
+282.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.5% | -5.7% | -0.3% |
| 7D | -9.7% | +36.6% | -46.3% | -10.3% |
| 30D | +3.6% | +13.3% | -9.7% | +3.3% |
| 3M | +13.3% | +26.2% | -12.8% | +12.7% |
| 6M | +16.9% | +88.7% | -71.9% | +14.9% |
| YTD | +43.4% | +16.6% | +26.8% | +42.5% |
| 1Y | +44.5% | +29.0% | +15.5% | +42.9% |
| 3Y | +64.0% | +99.5% | -35.5% | +56.7% |
| 5Y | +126.4% | -66.1% | +192.5% | +113.5% |
| All | +250.7% | -31.3% | +282.0% | +225.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling