+66.3%
CVX vs MUB
+10.7%
+55.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.1% |
| 7D | -6.2% | +0.6% | -6.9% | -6.1% |
| 30D | -0.4% | +3.4% | -3.8% | +0.3% |
| 3M | +9.3% | -0.7% | +10.0% | +9.0% |
| 6M | +18.4% | -1.0% | +19.4% | +18.1% |
| YTD | +42.5% | 0.0% | +42.5% | +41.7% |
| 1Y | +41.0% | +0.4% | +40.7% | +40.1% |
| All | +66.3% | +10.7% | +55.6% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 3y: compounded portfolio wealth divided by compounded MUB 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…
3y analysis · Full analysis span regression · 6 months rolling