+198.8%
CVX vs URI
+1,189.1%
-990.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.9% |
| 7D | -6.2% | -6.0% | -0.3% | -4.4% |
| 30D | -0.4% | +4.6% | -5.0% | -2.3% |
| 3M | +9.3% | -2.7% | +12.0% | +9.5% |
| 6M | +18.4% | +18.4% | 0.0% | +9.2% |
| YTD | +42.5% | +37.4% | +5.1% | +21.0% |
| 1Y | +41.0% | +30.4% | +10.7% | +22.0% |
| 3Y | +67.5% | +147.9% | -80.4% | +5.9% |
| 5Y | +126.1% | +202.1% | -76.0% | +24.5% |
| 10Y | +198.8% | +1,182.4% | -983.7% | -12.1% |
| All | +198.8% | +1,189.1% | -990.3% | -12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling