+1,575.7%
CVX vs URI
+8,075.0%
-6,499.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.0% | +2.5% | +1.6% |
| 7D | +1.6% | +9.3% | -7.7% | -0.2% |
| 30D | -0.6% | +7.6% | -8.2% | -2.3% |
| 3M | +11.0% | +1.0% | +10.0% | +10.3% |
| 6M | +18.4% | +19.8% | -1.4% | +13.1% |
| YTD | +45.9% | +41.9% | +4.1% | +33.1% |
| 1Y | +46.7% | +33.4% | +13.3% | +35.3% |
| 3Y | +71.6% | +156.0% | -84.5% | +36.4% |
| 5Y | +131.4% | +209.5% | -78.1% | +73.9% |
| 10Y | +209.3% | +1,199.8% | -990.4% | +74.7% |
| All | +1,575.7% | +8,075.0% | -6,499.3% | +489.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling