+48.2%
CVX vs MOH
-36.3%
+84.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.4% | +0.6% |
| 7D | +2.6% | +1.7% | +0.9% | +2.6% |
| 30D | +9.8% | -0.9% | +10.7% | +9.8% |
| 3M | +16.2% | +5.7% | +10.5% | +16.0% |
| 6M | +13.6% | +39.1% | -25.5% | +13.0% |
| YTD | +44.4% | +17.7% | +26.7% | +43.7% |
| 1Y | +40.6% | +8.4% | +32.2% | +39.9% |
| 3Y | +48.2% | -36.6% | +84.8% | +47.5% |
| All | +48.2% | -36.3% | +84.5% | +47.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling