+37.5%
CVX vs TDG
-9.4%
+46.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.2% |
| 7D | +3.3% | -2.0% | +5.4% | +2.9% |
| 30D | +12.9% | -7.4% | +20.3% | +11.0% |
| 3M | +11.7% | -5.4% | +17.1% | +10.5% |
| 6M | +14.1% | -11.6% | +25.8% | +14.0% |
| YTD | +40.7% | -12.6% | +53.3% | +38.8% |
| 1Y | +37.5% | -9.3% | +46.8% | +34.5% |
| All | +37.5% | -9.4% | +46.9% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 1y: compounded portfolio wealth divided by compounded TDG 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…
1y analysis · Full analysis span regression · 6 months rolling