+204.0%
CVX vs MGY
+210.8%
-6.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.6% | +1.3% |
| 7D | +1.0% | +1.5% | -0.5% | +0.3% |
| 30D | +10.7% | +6.8% | +3.8% | +7.4% |
| 3M | +15.5% | +2.6% | +12.9% | +13.7% |
| 6M | +14.9% | -3.1% | +18.0% | +15.9% |
| YTD | +44.2% | +29.4% | +14.8% | +28.2% |
| 1Y | +43.5% | +22.3% | +21.2% | +30.3% |
| 3Y | +45.0% | +26.6% | +18.4% | +27.6% |
| 5Y | +172.2% | +92.1% | +80.0% | +93.0% |
| All | +204.0% | +210.8% | -6.9% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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