+37.5%
CVX vs MOH
+18.1%
+19.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.2% | -1.3% |
| 7D | +3.3% | +0.4% | +2.9% | +3.3% |
| 30D | +12.9% | +2.9% | +10.0% | +12.8% |
| 3M | +11.7% | +4.1% | +7.6% | +11.5% |
| 6M | +14.1% | +33.8% | -19.7% | +13.5% |
| YTD | +40.7% | +15.7% | +25.0% | +39.7% |
| 1Y | +37.5% | +17.5% | +20.0% | +35.4% |
| All | +37.5% | +18.1% | +19.4% | +35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 1y: compounded portfolio wealth divided by compounded MOH 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…
1y analysis · Full analysis span regression · 6 months rolling