+64.0%
CVX vs MP
+114.3%
-50.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.9% | -5.1% | -0.3% |
| 7D | -9.7% | -10.5% | +0.8% | -9.5% |
| 30D | +3.6% | -23.5% | +27.2% | +4.4% |
| 3M | +13.3% | -25.4% | +38.8% | +14.1% |
| 6M | +16.9% | -51.3% | +68.1% | +19.5% |
| YTD | +43.4% | -29.9% | +73.3% | +43.2% |
| 1Y | +44.5% | -31.8% | +76.3% | +44.1% |
| 3Y | +64.0% | +127.0% | -63.0% | +42.2% |
| All | +64.0% | +114.3% | -50.4% | +42.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling