+48.2%
CVX vs MELI
+31.9%
+16.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.6% |
| 7D | +2.6% | -4.1% | +6.7% | +2.7% |
| 30D | +9.8% | +3.8% | +6.1% | +9.8% |
| 3M | +16.2% | +17.8% | -1.6% | +15.9% |
| 6M | +13.6% | +7.4% | +6.2% | +13.5% |
| YTD | +44.4% | -5.8% | +50.2% | +44.9% |
| 1Y | +40.6% | -18.9% | +59.5% | +42.0% |
| 3Y | +48.2% | +33.3% | +14.8% | +56.8% |
| All | +48.2% | +31.9% | +16.3% | +56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MELI.
Daily Out/Under-Performance
Portfolio return minus MELI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MELI 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 MELI 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