+44.6%
CVX vs URI
+35.9%
+8.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.2% | -3.2% | +1.1% |
| 7D | -1.7% | +2.6% | -4.3% | -1.6% |
| 30D | -0.8% | +9.1% | -9.9% | -0.5% |
| 3M | +9.4% | +1.0% | +8.4% | +9.6% |
| 6M | +17.5% | +23.3% | -5.8% | +17.7% |
| YTD | +43.8% | +43.3% | +0.5% | +40.8% |
| All | +44.6% | +35.9% | +8.7% | +43.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling