+44.5%
CVX vs MAS
+32.0%
+12.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.8% | -0.6% |
| 7D | -9.7% | +2.0% | -11.7% | -9.2% |
| 30D | +3.6% | +19.4% | -15.7% | +7.7% |
| 3M | +13.3% | +9.4% | +3.9% | +15.7% |
| 6M | +16.9% | +15.3% | +1.6% | +21.5% |
| YTD | +43.4% | +31.3% | +12.1% | +50.8% |
| 1Y | +44.5% | +34.9% | +9.6% | +51.2% |
| All | +44.5% | +32.0% | +12.5% | +51.2% |
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