+73.1%
CVX vs MSCI
+34.1%
+39.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.5% |
| 7D | +3.4% | +3.0% | +0.4% | +3.2% |
| 30D | -1.0% | +17.8% | -18.8% | -2.4% |
| 3M | +12.2% | +15.2% | -3.0% | +10.7% |
| 6M | +20.3% | +16.5% | +3.9% | +18.3% |
| YTD | +48.3% | +16.4% | +31.9% | +45.3% |
| 1Y | +46.9% | +16.8% | +30.1% | +43.8% |
| 3Y | +73.1% | +35.8% | +37.4% | +65.0% |
| All | +73.1% | +34.1% | +39.0% | +65.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling