+207.2%
CVX vs MSCI
+594.9%
-387.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.8% | +4.3% | +1.8% |
| 7D | -0.6% | -2.1% | +1.5% | 0.0% |
| 30D | +13.4% | -1.7% | +15.2% | +13.9% |
| 3M | +11.8% | -8.2% | +20.1% | +14.1% |
| 6M | +12.4% | -2.4% | +14.9% | +12.1% |
| YTD | +41.5% | -2.8% | +44.3% | +40.4% |
| 1Y | +41.6% | -2.7% | +44.3% | +39.8% |
| 3Y | +42.2% | +7.3% | +34.9% | +31.9% |
| 5Y | +166.0% | -11.4% | +177.4% | +156.7% |
| 10Y | +207.2% | +605.8% | -398.6% | +39.1% |
| All | +207.2% | +594.9% | -387.7% | +39.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling