+64.0%
CVX vs MPWR
+146.8%
-82.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.2% | -5.4% | -0.3% |
| 7D | -9.7% | -1.7% | -8.0% | -9.7% |
| 30D | +3.6% | -16.5% | +20.2% | +4.1% |
| 3M | +13.3% | -12.3% | +25.6% | +13.6% |
| 6M | +16.9% | -27.7% | +44.6% | +18.0% |
| YTD | +43.4% | +32.0% | +11.4% | +38.2% |
| 1Y | +44.5% | +25.1% | +19.4% | +39.8% |
| 3Y | +64.0% | +146.5% | -82.5% | +39.8% |
| All | +64.0% | +146.8% | -82.8% | +39.8% |
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