+128.3%
CVX vs UTHR
+193.6%
-65.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +0.9% |
| 7D | -1.7% | -2.1% | +0.4% | -1.6% |
| 30D | -0.8% | +8.3% | -9.1% | -1.4% |
| 3M | +9.4% | +15.5% | -6.2% | +8.1% |
| 6M | +17.5% | +4.5% | +13.0% | +17.0% |
| YTD | +43.8% | +22.2% | +21.6% | +40.9% |
| 1Y | +41.9% | +29.7% | +12.2% | +38.1% |
| 3Y | +69.1% | +167.3% | -98.2% | +48.3% |
| 5Y | +128.3% | +196.5% | -68.2% | +93.3% |
| All | +128.3% | +193.6% | -65.3% | +93.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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