+214.2%
CVX vs MP
+291.5%
-77.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.5% | -1.9% | +1.4% |
| 7D | +3.4% | +9.5% | -6.0% | +2.7% |
| 30D | -1.0% | -3.0% | +2.0% | -0.9% |
| 3M | +12.2% | -30.4% | +42.6% | +14.8% |
| 6M | +20.3% | -39.2% | +59.5% | +23.9% |
| YTD | +48.3% | -23.3% | +71.6% | +48.1% |
| 1Y | +46.9% | -32.6% | +79.5% | +48.0% |
| 3Y | +73.1% | +159.3% | -86.2% | +41.5% |
| 5Y | +135.2% | -16.4% | +151.7% | +111.3% |
| All | +214.2% | +291.5% | -77.3% | +112.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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