+43.5%
CVX vs USAR
+25.8%
+17.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.4% | +5.3% | +1.8% |
| 7D | +1.0% | -4.4% | +5.4% | +0.9% |
| 30D | +10.7% | -10.4% | +21.1% | +10.5% |
| 3M | +15.5% | -18.4% | +33.9% | +15.4% |
| 6M | +14.9% | -8.8% | +23.7% | +14.6% |
| YTD | +44.2% | +43.4% | +0.8% | +42.0% |
| 1Y | +43.5% | +21.0% | +22.5% | +42.4% |
| All | +43.5% | +25.8% | +17.7% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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