+442.2%
CVX vs MELI
+8,701.6%
-8,259.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.6% | +4.5% | +2.3% |
| 7D | +1.0% | -6.5% | +7.4% | +2.1% |
| 30D | +10.7% | +2.8% | +7.8% | +9.9% |
| 3M | +15.5% | +14.3% | +1.2% | +12.5% |
| 6M | +14.9% | +6.0% | +8.9% | +12.6% |
| YTD | +44.2% | -6.8% | +51.1% | +44.1% |
| 1Y | +43.5% | -20.9% | +64.4% | +46.7% |
| 3Y | +45.0% | +31.4% | +13.6% | +32.4% |
| 5Y | +172.2% | -0.4% | +172.5% | +144.8% |
| 10Y | +221.9% | +951.2% | -729.3% | +64.2% |
| All | +442.2% | +8,701.6% | -8,259.4% | +45.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling