+47.0%
CVX vs MSFU
-2.2%
+49.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +13.5% | -17.2% | -3.1% |
| 7D | -5.3% | +8.2% | -13.5% | -4.9% |
| 30D | +5.1% | +10.2% | -5.1% | +5.7% |
| 3M | +14.9% | +22.9% | -7.9% | +16.1% |
| 6M | +14.9% | +63.2% | -48.3% | +17.2% |
| YTD | +46.3% | +11.7% | +34.6% | +45.8% |
| 1Y | +47.0% | -3.5% | +50.5% | +46.6% |
| All | +47.0% | -2.2% | +49.2% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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