+14.9%
CVX vs MELI
+7.7%
+7.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.6% | +4.5% | +1.5% |
| 7D | +1.0% | -6.5% | +7.4% | -0.1% |
| 30D | +10.7% | +2.8% | +7.8% | +11.3% |
| 3M | +15.5% | +14.3% | +1.2% | +19.2% |
| 6M | +14.9% | +6.0% | +8.9% | +18.3% |
| All | +14.9% | +7.7% | +7.2% | +18.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling