+47.0%
CVX vs URA
-32.2%
+79.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.1% | -2.6% | -3.8% |
| 7D | -5.3% | -10.5% | +5.2% | -6.4% |
| 30D | +5.1% | -18.6% | +23.7% | +3.0% |
| 3M | +14.9% | -23.0% | +38.0% | +12.2% |
| 6M | +14.9% | -40.3% | +55.2% | +11.1% |
| YTD | +46.3% | -23.5% | +69.8% | +39.2% |
| 1Y | +47.0% | -31.1% | +78.1% | +40.0% |
| All | +47.0% | -32.2% | +79.2% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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