+47.3%
CVX vs UUUU
+83.7%
-36.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.3% | +5.8% | -0.4% |
| 7D | +0.7% | -5.0% | +5.7% | +0.8% |
| 30D | +9.1% | -7.8% | +16.9% | +9.3% |
| 3M | +13.1% | -0.4% | +13.5% | +12.9% |
| 6M | +16.3% | -32.9% | +49.2% | +17.2% |
| YTD | +43.5% | -6.3% | +49.8% | +41.1% |
| 1Y | +40.2% | +7.9% | +32.2% | +35.4% |
| All | +47.3% | +83.7% | -36.4% | +32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 3y: compounded portfolio wealth divided by compounded UUUU 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…
3y analysis · Full analysis span regression · 6 months rolling