+128.3%
CVX vs MET
+88.5%
+39.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.8% |
| 7D | -1.7% | 0.0% | -1.7% | -1.7% |
| 30D | -0.8% | +3.4% | -4.2% | -2.3% |
| 3M | +9.4% | +7.0% | +2.4% | +6.3% |
| 6M | +17.5% | +34.6% | -17.1% | +4.1% |
| YTD | +43.8% | +34.0% | +9.9% | +27.0% |
| 1Y | +41.9% | +35.9% | +6.0% | +24.3% |
| 3Y | +69.1% | +85.5% | -16.3% | +26.0% |
| 5Y | +128.3% | +87.8% | +40.5% | +66.7% |
| All | +128.3% | +88.5% | +39.8% | +66.7% |
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