+46.9%
CVX vs MSTU
-90.4%
+137.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.0% | +6.6% | +1.5% |
| 7D | +3.4% | -25.8% | +29.2% | +2.9% |
| 30D | -1.0% | -43.9% | +42.9% | -1.8% |
| 3M | +12.2% | +2.9% | +9.3% | +12.3% |
| 6M | +20.3% | -75.5% | +95.8% | +19.9% |
| YTD | +48.3% | -76.7% | +125.0% | +50.1% |
| 1Y | +46.9% | -88.9% | +135.9% | +49.9% |
| All | +46.9% | -90.4% | +137.3% | +49.9% |
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