+1,149.3%
CVX vs UTHR
+8,724.6%
-7,575.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +0.9% |
| 7D | -1.7% | -2.1% | +0.4% | -1.5% |
| 30D | -0.8% | +8.3% | -9.1% | -1.6% |
| 3M | +9.4% | +15.5% | -6.2% | +7.6% |
| 6M | +17.5% | +4.5% | +13.0% | +16.7% |
| YTD | +43.8% | +22.2% | +21.6% | +40.0% |
| 1Y | +41.9% | +29.7% | +12.2% | +37.3% |
| 3Y | +69.1% | +167.3% | -98.2% | +49.7% |
| 5Y | +128.3% | +196.5% | -68.2% | +98.4% |
| 10Y | +204.9% | +369.0% | -164.1% | +147.9% |
| All | +1,149.3% | +8,724.6% | -7,575.3% | +820.4% |
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