+221.9%
CVX vs MPC
+1,153.9%
-932.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.7% |
| 7D | +1.0% | +3.2% | -2.3% | -0.6% |
| 30D | +10.7% | +25.0% | -14.4% | -1.1% |
| 3M | +15.5% | +55.2% | -39.7% | -7.5% |
| 6M | +14.9% | +86.4% | -71.5% | -16.3% |
| YTD | +44.2% | +148.5% | -104.3% | -9.4% |
| 1Y | +43.5% | +121.7% | -78.2% | -5.2% |
| 3Y | +45.0% | +172.9% | -127.9% | -16.5% |
| 5Y | +172.2% | +679.9% | -507.8% | -9.2% |
| 10Y | +221.9% | +1,174.7% | -952.8% | -23.7% |
| All | +221.9% | +1,153.9% | -932.0% | -23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded MPC 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling