+139.7%
CVX vs MNDY
-51.7%
+191.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -8.1% | +8.7% | +0.8% |
| 7D | -0.6% | -13.3% | +12.7% | -0.2% |
| 30D | +13.4% | -10.2% | +23.6% | +13.7% |
| 3M | +11.8% | -0.1% | +11.9% | +11.6% |
| 6M | +12.4% | +6.3% | +6.1% | +11.8% |
| YTD | +41.5% | -43.3% | +84.8% | +43.4% |
| 1Y | +41.6% | -56.1% | +97.7% | +44.6% |
| 3Y | +42.2% | -51.1% | +93.4% | +44.0% |
| 5Y | +166.0% | -78.5% | +244.5% | +165.1% |
| All | +139.7% | -51.7% | +191.3% | +146.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling