+48.0%
CVX vs TD
+123.9%
-75.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.1% | +3.1% | +2.2% |
| 7D | +1.0% | -1.9% | +2.9% | +1.4% |
| 30D | +10.7% | -1.6% | +12.3% | +11.0% |
| 3M | +15.5% | +4.6% | +10.9% | +13.7% |
| 6M | +14.9% | +26.8% | -11.9% | +6.0% |
| YTD | +44.2% | +28.3% | +15.9% | +32.1% |
| 1Y | +43.5% | +60.4% | -16.9% | +19.5% |
| All | +48.0% | +123.9% | -75.9% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 3y: compounded portfolio wealth divided by compounded TD 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…
3y analysis · Full analysis span regression · 6 months rolling