+219.2%
CVX vs MDY
+177.2%
+42.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | 0.0% |
| 7D | +2.6% | -1.9% | +4.5% | +4.2% |
| 30D | +9.8% | -4.6% | +14.5% | +14.0% |
| 3M | +16.2% | -1.2% | +17.4% | +16.7% |
| 6M | +13.6% | +9.2% | +4.4% | +3.7% |
| YTD | +44.4% | +13.1% | +31.3% | +27.4% |
| 1Y | +40.6% | +13.0% | +27.6% | +23.7% |
| 3Y | +48.2% | +49.2% | -1.0% | -1.0% |
| 5Y | +172.3% | +47.2% | +125.0% | +77.5% |
| All | +219.2% | +177.2% | +42.0% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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