+37.5%
CVX vs MSTU
-92.8%
+130.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.2% | +1.9% | -1.3% |
| 7D | +3.3% | +21.3% | -18.0% | +3.6% |
| 30D | +12.9% | +90.8% | -77.9% | +13.7% |
| 3M | +11.7% | -6.8% | +18.5% | +12.4% |
| 6M | +14.1% | -39.8% | +54.0% | +14.6% |
| YTD | +40.7% | -55.7% | +96.4% | +42.0% |
| 1Y | +37.5% | -92.7% | +130.2% | +36.6% |
| All | +37.5% | -92.8% | +130.3% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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