+125.6%
CVX vs URI
+166.6%
-40.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.4% |
| 7D | -9.7% | -9.8% | +0.1% | -7.8% |
| 30D | +3.6% | +1.7% | +1.9% | +3.1% |
| 3M | +13.3% | -9.1% | +22.4% | +15.2% |
| 6M | +16.9% | +9.9% | +7.0% | +13.2% |
| YTD | +43.4% | +31.2% | +12.2% | +30.8% |
| 1Y | +44.5% | +25.9% | +18.6% | +33.1% |
| 3Y | +64.0% | +147.4% | -83.4% | +19.5% |
| All | +125.6% | +166.6% | -40.9% | +53.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling