+167.0%
CVX vs MRSH
+18.2%
+148.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | +2.6% | -4.8% | +7.4% | +3.8% |
| 30D | +9.8% | -6.3% | +16.2% | +11.5% |
| 3M | +16.2% | +5.8% | +10.4% | +14.2% |
| 6M | +13.6% | +2.8% | +10.8% | +12.3% |
| YTD | +44.4% | -3.1% | +47.5% | +44.6% |
| 1Y | +40.6% | -11.3% | +51.9% | +44.0% |
| 3Y | +48.2% | -5.0% | +53.2% | +48.3% |
| All | +167.0% | +18.2% | +148.8% | +149.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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