+4,711.1%
CVX vs MKC
+3,364.7%
+1,346.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | -0.6% | -4.3% | +3.8% | +0.4% |
| 30D | +13.4% | -2.0% | +15.4% | +13.9% |
| 3M | +11.8% | +10.0% | +1.8% | +9.1% |
| 6M | +12.4% | -18.5% | +31.0% | +17.0% |
| YTD | +41.5% | -22.4% | +63.9% | +48.5% |
| 1Y | +41.6% | -23.6% | +65.2% | +48.8% |
| 3Y | +42.2% | -30.4% | +72.7% | +51.1% |
| 5Y | +166.0% | -34.2% | +200.2% | +182.7% |
| 10Y | +207.2% | +26.8% | +180.4% | +177.0% |
| All | +4,711.1% | +3,364.7% | +1,346.4% | +2,853.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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