+504.3%
MUU vs CVX
+47.0%
+457.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -3.7% | -10.3% | -20.1% |
| 7D | -35.9% | -5.3% | -30.5% | -42.2% |
| 30D | -47.1% | +5.1% | -52.2% | -41.1% |
| 3M | -29.8% | +14.9% | -44.8% | -6.8% |
| 6M | +16.0% | +14.9% | +1.2% | +66.7% |
| YTD | +286.1% | +46.3% | +239.8% | +518.9% |
| 1Y | +504.3% | +47.0% | +457.3% | +869.9% |
| All | +504.3% | +47.0% | +457.3% | +869.9% |
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