+46.9%
CVX vs URA
-29.3%
+76.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +1.5% |
| 7D | +3.4% | -1.5% | +5.0% | +3.3% |
| 30D | -1.0% | -10.4% | +9.4% | -2.0% |
| 3M | +12.2% | -29.6% | +41.8% | +8.6% |
| 6M | +20.3% | -40.3% | +60.6% | +16.2% |
| YTD | +48.3% | -25.5% | +73.8% | +39.4% |
| 1Y | +46.9% | -26.4% | +73.3% | +38.3% |
| All | +46.9% | -29.3% | +76.2% | +38.3% |
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