+170.6%
CVX vs MNDY
-77.7%
+248.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.0% | -5.5% | -0.7% |
| 7D | +0.7% | -12.5% | +13.2% | +1.1% |
| 30D | +9.1% | -2.6% | +11.8% | +9.1% |
| 3M | +13.1% | +4.2% | +8.8% | +12.6% |
| 6M | +16.3% | +9.8% | +6.5% | +15.3% |
| YTD | +43.5% | -42.3% | +85.8% | +45.6% |
| 1Y | +40.2% | -54.5% | +94.7% | +43.4% |
| 3Y | +44.2% | -50.3% | +94.5% | +46.1% |
| 5Y | +170.6% | -77.1% | +247.7% | +176.4% |
| All | +170.6% | -77.7% | +248.3% | +176.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling