+48.2%
CVX vs MKSI
+190.8%
-142.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | +0.5% |
| 7D | +2.6% | +2.7% | -0.1% | +2.5% |
| 30D | +9.8% | -12.8% | +22.6% | +10.6% |
| 3M | +16.2% | -22.5% | +38.7% | +17.0% |
| 6M | +13.6% | +19.4% | -5.8% | +9.2% |
| YTD | +44.4% | +67.7% | -23.3% | +32.3% |
| 1Y | +40.6% | +131.4% | -90.8% | +22.5% |
| 3Y | +48.2% | +197.3% | -149.1% | +10.7% |
| All | +48.2% | +190.8% | -142.6% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 3y: compounded portfolio wealth divided by compounded MKSI 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…
3y analysis · Full analysis span regression · 6 months rolling