+217.2%
CVX vs MDT
+40.9%
+176.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.3% |
| 7D | +0.7% | -1.6% | +2.3% | +1.5% |
| 30D | +9.1% | +1.0% | +8.1% | +8.4% |
| 3M | +13.1% | +15.2% | -2.1% | +4.5% |
| 6M | +16.3% | +3.7% | +12.6% | +12.9% |
| YTD | +43.5% | -3.0% | +46.5% | +43.9% |
| 1Y | +40.2% | +2.5% | +37.7% | +35.8% |
| 3Y | +44.2% | +26.5% | +17.8% | +20.9% |
| 5Y | +170.6% | -18.3% | +188.9% | +193.7% |
| All | +217.2% | +40.9% | +176.4% | +152.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 10y: compounded portfolio wealth divided by compounded MDT 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…
10y analysis · Full analysis span regression · 6 months rolling