+46.9%
CVX vs MAS
+38.5%
+8.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.7% |
| 7D | +3.4% | +3.0% | +0.4% | +4.1% |
| 30D | -1.0% | +22.4% | -23.4% | +3.5% |
| 3M | +12.2% | +14.5% | -2.3% | +15.6% |
| 6M | +20.3% | +27.1% | -6.8% | +26.7% |
| YTD | +48.3% | +35.8% | +12.5% | +56.4% |
| 1Y | +46.9% | +39.4% | +7.5% | +54.0% |
| All | +46.9% | +38.5% | +8.4% | +54.0% |
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