+61.1%
CVX vs MSFU
+93.3%
-32.3%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | -0.1% |
| 7D | -9.7% | +2.5% | -12.2% | -9.8% |
| 30D | +3.6% | -1.3% | +4.9% | +3.6% |
| 3M | +13.3% | +8.6% | +4.7% | +12.7% |
| 6M | +16.9% | +48.4% | -31.5% | +14.1% |
| YTD | +43.4% | +1.6% | +41.8% | +43.3% |
| 1Y | +44.5% | -5.8% | +50.3% | +45.2% |
| 3Y | +64.0% | +30.9% | +33.0% | +53.8% |
| All | +61.1% | +93.3% | -32.3% | +43.1% |
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