+635.3%
MU vs CVX
+43.3%
+592.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.9% | +0.8% | +4.4% |
| 7D | +7.5% | +1.0% | +6.5% | +8.4% |
| 30D | +19.4% | +10.7% | +8.7% | +30.6% |
| 3M | +9.8% | +15.5% | -5.6% | +27.3% |
| 6M | +164.1% | +14.9% | +149.3% | +201.9% |
| YTD | +260.3% | +44.2% | +216.1% | +334.2% |
| All | +635.3% | +43.3% | +592.0% | +744.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CVX.
Daily Out/Under-Performance
Portfolio return minus CVX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVX 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 CVX 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