+2,683.6%
MUU vs CVX
+54.2%
+2,629.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.9% | +3.6% | +5.2% |
| 7D | +15.0% | +1.0% | +14.1% | +14.8% |
| 30D | +36.8% | +10.7% | +26.2% | +34.2% |
| 3M | -8.5% | +15.5% | -24.0% | -11.4% |
| 6M | +320.7% | +14.9% | +305.8% | +278.7% |
| YTD | +599.7% | +44.2% | +555.5% | +337.2% |
| 1Y | +2,569.2% | +43.5% | +2,525.7% | +1,543.1% |
| All | +2,683.6% | +54.2% | +2,629.4% | +1,371.1% |
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 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