+60.6%
CVX vs MSTU
-88.1%
+148.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.8% | +6.3% | -0.4% |
| 7D | +0.7% | -22.0% | +22.7% | +0.9% |
| 30D | +9.1% | +60.3% | -51.2% | +8.4% |
| 3M | +13.1% | -3.7% | +16.8% | +12.8% |
| 6M | +16.3% | -45.2% | +61.4% | +16.3% |
| YTD | +43.5% | -64.3% | +107.8% | +43.9% |
| 1Y | +40.2% | -94.0% | +134.2% | +45.2% |
| All | +60.6% | -88.1% | +148.7% | +64.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling