+106,206.6%
MU vs CVX
+4,807.9%
+101,398.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.3% | +7.4% | +6.8% |
| 7D | +9.0% | +3.3% | +5.6% | +7.0% |
| 30D | +13.8% | +12.9% | +0.9% | +6.6% |
| 3M | +2.1% | +11.7% | -9.6% | -5.0% |
| 6M | +153.8% | +14.1% | +139.7% | +128.8% |
| YTD | +256.4% | +40.7% | +215.7% | +184.4% |
| 1Y | +719.8% | +37.5% | +682.3% | +559.4% |
| 3Y | +1,360.4% | +43.9% | +1,316.4% | +1,035.8% |
| 5Y | +1,312.4% | +161.5% | +1,151.0% | +652.8% |
| 10Y | +6,142.6% | +215.1% | +5,927.5% | +2,737.9% |
| All | +106,206.6% | +4,807.9% | +101,398.8% | +16,207.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling