+2,981.5%
MUU vs CVX
+37.2%
+2,944.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.3% | +12.9% | +9.3% |
| 7D | +17.4% | +3.3% | +14.0% | +24.5% |
| 30D | +24.0% | +12.9% | +11.1% | +54.1% |
| 3M | -23.9% | +11.7% | -35.6% | -2.2% |
| 6M | +284.4% | +14.1% | +270.3% | +407.1% |
| YTD | +583.7% | +40.7% | +543.0% | +910.4% |
| 1Y | +2,981.5% | +37.5% | +2,944.0% | +4,189.6% |
| All | +2,981.5% | +37.2% | +2,944.3% | +4,189.6% |
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