+2,396.1%
MUU vs CVX
+54.4%
+2,341.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.2% |
| 7D | -8.2% | +2.6% | -10.9% | -8.6% |
| 30D | +10.2% | +9.8% | +0.3% | +8.2% |
| 3M | -26.5% | +16.2% | -42.7% | -28.7% |
| 6M | +227.2% | +13.6% | +213.6% | +199.2% |
| YTD | +527.4% | +44.4% | +483.0% | +292.0% |
| 1Y | +1,843.7% | +40.6% | +1,803.1% | +1,145.5% |
| All | +2,396.1% | +54.4% | +2,341.7% | +1,219.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling