+43.5%
CVX vs MSFU
-20.0%
+63.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +1.9% |
| 7D | +1.0% | -2.3% | +3.3% | +0.9% |
| 30D | +10.7% | -6.3% | +16.9% | +10.5% |
| 3M | +15.5% | +40.0% | -24.5% | +16.9% |
| 6M | +14.9% | +30.1% | -15.2% | +16.6% |
| YTD | +44.2% | -10.3% | +54.5% | +42.7% |
| 1Y | +43.5% | -19.0% | +62.5% | +44.2% |
| All | +43.5% | -20.0% | +63.5% | +44.2% |
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