+46.3%
CVX vs MDLN
-7.5%
+53.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.9% | +4.4% | -0.8% |
| 7D | +0.7% | -11.5% | +12.2% | -0.1% |
| 30D | +9.1% | -7.6% | +16.7% | +8.6% |
| 3M | +13.1% | -11.4% | +24.4% | +12.9% |
| 6M | +16.3% | -24.5% | +40.7% | +15.5% |
| YTD | +43.5% | -22.9% | +66.4% | +44.5% |
| All | +46.3% | -7.5% | +53.7% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 3y: compounded portfolio wealth divided by compounded MDLN 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…
3y analysis · Full analysis span regression · 6 months rolling