+167.0%
CVX vs TD
+125.7%
+41.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.3% |
| 7D | +2.6% | -0.5% | +3.2% | +2.8% |
| 30D | +9.8% | -1.9% | +11.7% | +10.6% |
| 3M | +16.2% | +4.8% | +11.5% | +13.4% |
| 6M | +13.6% | +28.0% | -14.4% | +0.5% |
| YTD | +44.4% | +30.3% | +14.1% | +26.3% |
| 1Y | +40.6% | +59.8% | -19.2% | +10.4% |
| 3Y | +48.2% | +124.7% | -76.5% | -5.0% |
| All | +167.0% | +125.7% | +41.3% | +45.8% |
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