+4,775.6%
CVX vs MMM
+3,144.9%
+1,630.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | +0.4% |
| 7D | -9.7% | +6.2% | -15.9% | -12.4% |
| 30D | +3.6% | +14.2% | -10.6% | -2.6% |
| 3M | +13.3% | +2.9% | +10.4% | +11.1% |
| 6M | +16.9% | +27.6% | -10.7% | +3.8% |
| YTD | +43.4% | +17.3% | +26.1% | +30.6% |
| 1Y | +44.5% | +15.1% | +29.4% | +32.5% |
| 3Y | +64.0% | +157.1% | -93.2% | +0.1% |
| 5Y | +126.4% | +45.1% | +81.3% | +75.5% |
| 10Y | +209.4% | +83.9% | +125.5% | +111.4% |
| All | +4,775.6% | +3,144.9% | +1,630.7% | +1,156.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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