+73.1%
CVX vs MDY
+56.8%
+16.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.8% | +1.7% |
| 7D | +3.4% | +2.3% | +1.2% | +2.6% |
| 30D | -1.0% | +2.0% | -3.0% | -1.7% |
| 3M | +12.2% | -5.6% | +17.8% | +14.4% |
| 6M | +20.3% | +1.3% | +19.1% | +18.9% |
| YTD | +48.3% | +12.3% | +36.0% | +38.3% |
| 1Y | +46.9% | +15.8% | +31.1% | +34.6% |
| 3Y | +73.1% | +56.5% | +16.6% | +33.5% |
| All | +73.1% | +56.8% | +16.3% | +33.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling