+162.6%
CVX vs MPWR
+153.3%
+9.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.3% |
| 7D | +3.3% | -2.6% | +5.9% | +3.5% |
| 30D | +12.9% | -9.0% | +21.9% | +13.4% |
| 3M | +11.7% | -25.8% | +37.5% | +13.4% |
| 6M | +14.1% | +11.8% | +2.4% | +11.9% |
| YTD | +40.7% | +35.5% | +5.2% | +35.4% |
| 1Y | +37.5% | +45.3% | -7.8% | +31.0% |
| 3Y | +43.9% | +138.5% | -94.5% | +27.2% |
| All | +162.6% | +153.3% | +9.4% | +124.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling