+130.0%
CVX vs TD
+101.4%
+28.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.7% | +1.6% |
| 7D | +3.4% | +1.1% | +2.3% | +3.0% |
| 30D | -1.0% | +5.2% | -6.2% | -3.0% |
| 3M | +12.2% | +1.2% | +11.0% | +11.3% |
| 6M | +20.3% | +17.7% | +2.6% | +11.4% |
| YTD | +48.3% | +34.2% | +14.1% | +28.4% |
| 1Y | +46.9% | +55.4% | -8.5% | +18.0% |
| 3Y | +73.1% | +130.4% | -57.3% | +11.2% |
| All | +130.0% | +101.4% | +28.6% | +48.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling