+41.6%
CVX vs URI
+5.1%
+36.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | 0.0% | +0.6% |
| 7D | -0.6% | +2.5% | -3.1% | -0.5% |
| 30D | +13.4% | -12.5% | +26.0% | +13.2% |
| 3M | +11.8% | -6.2% | +18.0% | +11.7% |
| 6M | +12.4% | +25.9% | -13.4% | +11.6% |
| YTD | +41.5% | +26.2% | +15.3% | +38.8% |
| 1Y | +41.6% | +5.5% | +36.1% | +39.5% |
| All | +41.6% | +5.1% | +36.5% | +39.5% |
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