+170.6%
CVX vs MCHP
+1.5%
+169.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | -0.3% |
| 7D | +0.7% | -2.1% | +2.8% | +0.9% |
| 30D | +9.1% | -11.1% | +20.3% | +10.5% |
| 3M | +13.1% | -18.1% | +31.2% | +14.8% |
| 6M | +16.3% | +10.8% | +5.5% | +12.1% |
| YTD | +43.5% | +14.2% | +29.2% | +36.9% |
| 1Y | +40.2% | +13.5% | +26.7% | +33.3% |
| 3Y | +44.2% | -2.0% | +46.3% | +33.7% |
| 5Y | +170.6% | +1.4% | +169.2% | +139.6% |
| All | +170.6% | +1.5% | +169.1% | +139.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MCHP.
Daily Out/Under-Performance
Portfolio return minus MCHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCHP 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 5y: compounded portfolio wealth divided by compounded MCHP 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…
5y analysis · Full analysis span regression · 6 months rolling