+214.5%
CVX vs MSCI
+809.0%
-594.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.3% |
| 7D | +3.4% | +2.7% | +0.7% | +2.6% |
| 30D | -1.0% | +17.4% | -18.4% | -6.1% |
| 3M | +12.2% | +14.8% | -2.6% | +7.0% |
| 6M | +20.3% | +16.1% | +4.2% | +13.5% |
| YTD | +48.3% | +16.0% | +32.3% | +38.8% |
| 1Y | +46.9% | +16.4% | +30.5% | +37.2% |
| 3Y | +73.1% | +35.3% | +37.8% | +48.6% |
| 5Y | +135.2% | +6.6% | +128.6% | +114.3% |
| All | +214.5% | +809.0% | -594.5% | +33.6% |
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