+1,188.0%
CVX vs UTHR
+8,658.1%
-7,470.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.7% |
| 7D | +3.4% | +5.2% | -1.8% | +2.9% |
| 30D | -1.0% | +9.5% | -10.4% | -1.9% |
| 3M | +12.2% | +17.9% | -5.7% | +10.1% |
| 6M | +20.3% | +2.0% | +18.3% | +19.8% |
| YTD | +48.3% | +21.3% | +27.0% | +44.5% |
| 1Y | +46.9% | +27.9% | +19.0% | +42.3% |
| 3Y | +73.1% | +162.3% | -89.2% | +53.5% |
| 5Y | +135.2% | +190.7% | -55.5% | +104.9% |
| 10Y | +214.4% | +365.5% | -151.1% | +155.7% |
| All | +1,188.0% | +8,658.1% | -7,470.1% | +849.6% |
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