+1,121.9%
CVX vs UTHR
+7,123.9%
-6,002.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.2% |
| 7D | +3.3% | -5.4% | +8.7% | +3.9% |
| 30D | +12.9% | -6.0% | +18.9% | +13.5% |
| 3M | +11.7% | -11.0% | +22.7% | +12.9% |
| 6M | +14.1% | -0.5% | +14.7% | +13.8% |
| YTD | +40.7% | +0.1% | +40.6% | +40.0% |
| 1Y | +37.5% | +28.2% | +9.3% | +33.2% |
| 3Y | +43.9% | +113.8% | -69.9% | +30.5% |
| 5Y | +161.5% | +131.3% | +30.1% | +133.2% |
| 10Y | +215.1% | +296.7% | -81.6% | +160.9% |
| All | +1,121.9% | +7,123.9% | -6,002.0% | +819.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling