+802.9%
CVX vs MPWR
+14,560.0%
-13,757.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -10.3% | +8.4% | -0.1% |
| 7D | -8.0% | -5.6% | -2.4% | -7.2% |
| 30D | +2.6% | -23.2% | +25.8% | +6.8% |
| 3M | +15.2% | -15.8% | +31.0% | +17.6% |
| 6M | +12.5% | -28.5% | +41.1% | +16.5% |
| YTD | +43.6% | +25.5% | +18.2% | +32.6% |
| 1Y | +45.0% | +13.9% | +31.1% | +36.0% |
| 3Y | +63.5% | +134.6% | -71.0% | +25.0% |
| 5Y | +126.8% | +114.8% | +11.9% | +65.6% |
| 10Y | +209.8% | +1,499.3% | -1,289.5% | +40.6% |
| All | +802.9% | +14,560.0% | -13,757.0% | +179.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling