+43.5%
CVX vs URA
+18.3%
+25.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.3% | +3.3% | +1.8% |
| 7D | +1.0% | +5.7% | -4.8% | +1.4% |
| 30D | +10.7% | +5.6% | +5.1% | +11.2% |
| 3M | +15.5% | +6.2% | +9.3% | +16.4% |
| 6M | +14.9% | -8.2% | +23.1% | +15.4% |
| YTD | +44.2% | +9.7% | +34.5% | +43.8% |
| 1Y | +43.5% | +17.0% | +26.5% | +46.7% |
| All | +43.5% | +18.3% | +25.2% | +46.7% |
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