+556.6%
CVX vs UUUU
-92.0%
+648.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +1.9% |
| 7D | +1.0% | +1.8% | -0.9% | +0.8% |
| 30D | +10.7% | +1.8% | +8.8% | +10.3% |
| 3M | +15.5% | +1.3% | +14.2% | +14.7% |
| 6M | +14.9% | -26.8% | +41.7% | +16.0% |
| YTD | +44.2% | +0.1% | +44.1% | +40.8% |
| 1Y | +43.5% | +11.2% | +32.3% | +37.3% |
| 3Y | +45.0% | +97.7% | -52.7% | +28.5% |
| 5Y | +172.2% | +127.3% | +44.8% | +132.1% |
| 10Y | +221.9% | +532.6% | -310.7% | +137.4% |
| All | +556.6% | -92.0% | +648.6% | +412.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling