+58.9%
CVX vs MSFU
+72.2%
-13.3%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +0.7% |
| 7D | -0.6% | -3.2% | +2.6% | -0.5% |
| 30D | +13.4% | -3.1% | +16.6% | +13.6% |
| 3M | +11.8% | +35.3% | -23.4% | +9.9% |
| 6M | +12.4% | +31.6% | -19.1% | +10.4% |
| YTD | +41.5% | -9.5% | +51.0% | +42.3% |
| 1Y | +41.6% | -18.4% | +60.0% | +43.4% |
| 3Y | +42.2% | +26.9% | +15.3% | +32.8% |
| All | +58.9% | +72.2% | -13.3% | +42.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling