+172.2%
CVX vs MET
+82.9%
+89.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.8% |
| 7D | +1.0% | -0.8% | +1.7% | +1.2% |
| 30D | +10.7% | -1.4% | +12.0% | +11.1% |
| 3M | +15.5% | +12.5% | +3.0% | +10.0% |
| 6M | +14.9% | +37.1% | -22.2% | +0.6% |
| YTD | +44.2% | +23.8% | +20.4% | +31.4% |
| 1Y | +43.5% | +24.1% | +19.4% | +30.1% |
| 3Y | +45.0% | +65.2% | -20.2% | +13.2% |
| 5Y | +172.2% | +82.3% | +89.9% | +97.2% |
| All | +172.2% | +82.9% | +89.2% | +97.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 5y: compounded portfolio wealth divided by compounded MET 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…
5y analysis · Full analysis span regression · 6 months rolling