+165.4%
CVX vs UUUU
+88.5%
+76.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.3% | +5.8% | 0.0% |
| 7D | +0.7% | -5.0% | +5.7% | +1.1% |
| 30D | +9.1% | -7.8% | +16.9% | +9.6% |
| 3M | +13.1% | -0.4% | +13.5% | +12.4% |
| 6M | +16.3% | -32.9% | +49.2% | +18.5% |
| YTD | +43.5% | -6.3% | +49.8% | +39.2% |
| 1Y | +40.2% | +7.9% | +32.2% | +31.1% |
| 3Y | +44.2% | +85.2% | -40.9% | +19.5% |
| All | +165.4% | +88.5% | +76.9% | +112.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling