+82.2%
UBER vs CVX
+138.3%
-56.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.3% |
| 7D | -3.9% | +3.3% | -7.2% | -5.3% |
| 30D | +11.1% | +12.9% | -1.8% | +5.2% |
| 3M | +4.9% | +11.7% | -6.8% | -0.7% |
| 6M | -1.2% | +14.1% | -15.3% | -8.2% |
| YTD | -7.3% | +40.7% | -48.0% | -22.6% |
| 1Y | -17.6% | +37.5% | -55.1% | -30.8% |
| 3Y | +61.1% | +43.9% | +17.1% | +29.0% |
| 5Y | +87.9% | +161.5% | -73.6% | -0.1% |
| All | +82.2% | +138.3% | -56.0% | -3.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling