+2,068.3%
CVX vs TD
+7,835.7%
-5,767.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.3% |
| 7D | +2.6% | -0.5% | +3.2% | +2.9% |
| 30D | +9.8% | -1.9% | +11.7% | +10.6% |
| 3M | +16.2% | +4.8% | +11.5% | +13.1% |
| 6M | +13.6% | +28.0% | -14.4% | -0.1% |
| YTD | +44.4% | +30.3% | +14.1% | +25.7% |
| 1Y | +40.6% | +59.8% | -19.2% | +10.7% |
| 3Y | +48.2% | +124.7% | -76.5% | -2.0% |
| 5Y | +172.3% | +127.0% | +45.3% | +78.0% |
| 10Y | +222.3% | +303.2% | -80.9% | +67.4% |
| All | +2,068.3% | +7,835.7% | -5,767.4% | +435.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling