+68.3%
CVX vs MPWR
+183.6%
-115.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +16.6% | -17.5% | -1.3% |
| 7D | -7.5% | +11.6% | -19.0% | -7.7% |
| 30D | -0.6% | +0.1% | -0.7% | -0.6% |
| 3M | +14.0% | -0.8% | +14.8% | +13.9% |
| 6M | +18.1% | -13.0% | +31.2% | +18.5% |
| YTD | +42.2% | +53.9% | -11.8% | +36.4% |
| 1Y | +41.3% | +45.8% | -4.5% | +36.2% |
| 3Y | +68.3% | +194.3% | -125.9% | +43.4% |
| All | +68.3% | +183.6% | -115.3% | +43.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling