+244.1%
CVX vs U
-44.5%
+288.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.3% |
| 7D | +3.3% | -3.8% | +7.1% | +3.4% |
| 30D | +12.9% | +17.5% | -4.6% | +12.4% |
| 3M | +11.7% | +38.7% | -27.0% | +10.7% |
| 6M | +14.1% | +104.4% | -90.3% | +11.7% |
| YTD | +40.7% | -5.7% | +46.4% | +40.5% |
| 1Y | +37.5% | +3.7% | +33.8% | +36.5% |
| 3Y | +43.9% | +12.3% | +31.6% | +39.5% |
| 5Y | +161.5% | -68.8% | +230.3% | +148.5% |
| All | +244.1% | -44.5% | +288.5% | +221.3% |
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 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