+47.0%
CVX vs ULTA
+27.7%
+19.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +4.1% | -7.8% | -3.3% |
| 7D | -5.3% | +6.7% | -12.0% | -4.7% |
| 30D | +5.1% | +21.7% | -16.7% | +7.0% |
| 3M | +14.9% | +21.5% | -6.5% | +16.9% |
| 6M | +14.9% | +27.5% | -12.7% | +17.6% |
| YTD | +46.3% | +9.2% | +37.1% | +49.1% |
| 1Y | +47.0% | +27.9% | +19.1% | +50.4% |
| All | +47.0% | +27.7% | +19.3% | +50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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