+126.1%
CVX vs MPWR
+157.3%
-31.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +0.3% |
| 7D | -6.2% | +2.2% | -8.4% | -6.4% |
| 30D | -0.4% | -2.1% | +1.7% | -0.4% |
| 3M | +9.3% | -1.6% | +10.9% | +9.1% |
| 6M | +18.4% | -14.9% | +33.3% | +18.8% |
| YTD | +42.5% | +50.5% | -8.1% | +36.0% |
| 1Y | +41.0% | +40.0% | +1.1% | +35.4% |
| 3Y | +67.5% | +175.0% | -107.4% | +46.6% |
| 5Y | +126.1% | +162.0% | -35.8% | +93.4% |
| All | +126.1% | +157.3% | -31.2% | +93.4% |
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 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