+37.5%
CVX vs MSCI
+4.9%
+32.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.3% |
| 7D | +3.3% | +0.4% | +2.9% | +3.3% |
| 30D | +12.9% | +0.6% | +12.3% | +12.9% |
| 3M | +11.7% | -7.1% | +18.8% | +11.7% |
| 6M | +14.1% | +0.8% | +13.3% | +14.2% |
| YTD | +40.7% | +1.0% | +39.7% | +39.8% |
| 1Y | +37.5% | +4.3% | +33.2% | +36.8% |
| All | +37.5% | +4.9% | +32.6% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 1y: compounded portfolio wealth divided by compounded MSCI 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…
1y analysis · Full analysis span regression · 6 months rolling