+46.7%
CVX vs MAS
+38.6%
+8.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.3% |
| 7D | +1.6% | +1.2% | +0.4% | +1.9% |
| 30D | -0.6% | +21.6% | -22.2% | +3.7% |
| 3M | +11.0% | +14.1% | -3.1% | +14.4% |
| 6M | +18.4% | +22.6% | -4.2% | +24.3% |
| YTD | +45.9% | +35.4% | +10.5% | +54.2% |
| 1Y | +46.7% | +37.5% | +9.2% | +54.6% |
| All | +46.7% | +38.6% | +8.0% | +54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 1y: compounded portfolio wealth divided by compounded MAS 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…
1y analysis · Full analysis span regression · 6 months rolling