+72.4%
UBER vs CVX
+144.5%
-72.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.5% |
| 7D | -5.4% | +2.6% | -8.0% | -6.5% |
| 30D | -4.9% | +9.8% | -14.7% | -8.9% |
| 3M | +3.0% | +16.2% | -13.2% | -4.1% |
| 6M | -4.4% | +13.6% | -18.0% | -11.0% |
| YTD | -12.3% | +44.4% | -56.7% | -27.7% |
| 1Y | -24.3% | +40.6% | -64.9% | -37.0% |
| 3Y | +46.4% | +48.2% | -1.7% | +15.8% |
| 5Y | +79.7% | +172.3% | -92.6% | -6.5% |
| All | +72.4% | +144.5% | -72.1% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CVX.
Daily Out/Under-Performance
Portfolio return minus CVX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVX 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 10y: compounded portfolio wealth divided by compounded CVX 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…
10y analysis · Full analysis span regression · 6 months rolling