+144.5%
CVX vs MNDY
-49.8%
+194.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.3% | +0.6% |
| 7D | +2.6% | -4.6% | +7.3% | +2.7% |
| 30D | +9.8% | +1.0% | +8.8% | +9.7% |
| 3M | +16.2% | +9.1% | +7.1% | +15.6% |
| 6M | +13.6% | +14.2% | -0.6% | +12.7% |
| YTD | +44.4% | -41.1% | +85.5% | +46.1% |
| 1Y | +40.6% | -54.7% | +95.3% | +43.4% |
| 3Y | +48.2% | -50.6% | +98.8% | +50.0% |
| 5Y | +172.3% | -76.7% | +248.9% | +171.3% |
| All | +144.5% | -49.8% | +194.4% | +151.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 10y: compounded portfolio wealth divided by compounded MNDY 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…
10y analysis · Full analysis span regression · 6 months rolling