+42.2%
CVX vs MUB
+8.8%
+33.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -0.6% | -0.3% | -0.3% | -0.7% |
| 30D | +13.4% | -1.5% | +15.0% | +13.1% |
| 3M | +11.8% | -1.9% | +13.8% | +11.5% |
| 6M | +12.4% | -1.7% | +14.1% | +12.3% |
| YTD | +41.5% | -0.8% | +42.3% | +40.8% |
| 1Y | +41.6% | +1.5% | +40.1% | +40.0% |
| 3Y | +42.2% | +8.8% | +33.5% | +34.3% |
| All | +42.2% | +8.8% | +33.5% | +34.3% |
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