+403.4%
CVX vs MUB
+76.3%
+327.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +3.3% | -0.9% | +4.2% | +3.9% |
| 30D | +12.9% | -1.4% | +14.3% | +13.8% |
| 3M | +11.7% | -2.2% | +13.9% | +13.1% |
| 6M | +14.1% | -1.9% | +16.0% | +15.3% |
| YTD | +40.7% | -0.8% | +41.5% | +41.1% |
| 1Y | +37.5% | +2.7% | +34.8% | +34.7% |
| 3Y | +43.9% | +8.6% | +35.3% | +35.7% |
| 5Y | +161.5% | +2.0% | +159.4% | +157.3% |
| 10Y | +215.1% | +17.9% | +197.2% | +192.1% |
| All | +403.4% | +76.3% | +327.1% | +266.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling