+2,761.9%
CVX vs MDY
+2,594.0%
+167.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.8% | +1.7% |
| 7D | +3.4% | +2.3% | +1.2% | +1.7% |
| 30D | -1.0% | +2.0% | -3.0% | -2.6% |
| 3M | +12.2% | -5.6% | +17.8% | +16.4% |
| 6M | +20.3% | +1.3% | +19.1% | +17.9% |
| YTD | +48.3% | +12.3% | +36.0% | +33.6% |
| 1Y | +46.9% | +15.8% | +31.1% | +29.3% |
| 3Y | +73.1% | +56.5% | +16.6% | +20.3% |
| 5Y | +135.2% | +35.1% | +100.1% | +78.1% |
| 10Y | +214.4% | +167.4% | +47.0% | +49.6% |
| All | +2,761.9% | +2,594.0% | +167.9% | +292.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling