+198.6%
CVX vs MPWR
+1,847.3%
-1,648.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +16.6% | -17.5% | -3.3% |
| 7D | -7.5% | +11.6% | -19.0% | -9.2% |
| 30D | -0.6% | +0.1% | -0.7% | -1.1% |
| 3M | +14.0% | -0.8% | +14.8% | +13.0% |
| 6M | +18.1% | -13.0% | +31.2% | +18.2% |
| YTD | +42.2% | +53.9% | -11.8% | +27.2% |
| 1Y | +41.3% | +45.8% | -4.5% | +27.4% |
| 3Y | +68.3% | +194.3% | -125.9% | +22.3% |
| 5Y | +122.0% | +160.1% | -38.1% | +55.0% |
| 10Y | +198.6% | +1,786.5% | -1,588.0% | +11.7% |
| All | +198.6% | +1,847.3% | -1,648.7% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 MPWR 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