+2,127.3%
CVX vs TD
+8,075.2%
-5,947.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.7% | +1.7% |
| 7D | +3.4% | +1.1% | +2.3% | +2.9% |
| 30D | -1.0% | +5.2% | -6.2% | -3.5% |
| 3M | +12.2% | +1.2% | +11.0% | +11.0% |
| 6M | +20.3% | +17.7% | +2.6% | +10.3% |
| YTD | +48.3% | +34.2% | +14.1% | +26.9% |
| 1Y | +46.9% | +55.4% | -8.5% | +17.1% |
| 3Y | +73.1% | +130.4% | -57.3% | +12.9% |
| 5Y | +135.2% | +101.8% | +33.4% | +62.1% |
| 10Y | +214.4% | +301.9% | -87.5% | +62.6% |
| All | +2,127.3% | +8,075.2% | -5,947.8% | +441.2% |
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