+48.2%
CVX vs TDG
+52.1%
-3.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.6% | +0.6% |
| 7D | +2.6% | -1.9% | +4.5% | +2.7% |
| 30D | +9.8% | -7.7% | +17.5% | +10.1% |
| 3M | +16.2% | -9.3% | +25.5% | +16.4% |
| 6M | +13.6% | -9.4% | +23.0% | +13.9% |
| YTD | +44.4% | -14.3% | +58.6% | +45.4% |
| 1Y | +40.6% | -11.8% | +52.4% | +40.8% |
| 3Y | +48.2% | +52.0% | -3.8% | +36.3% |
| All | +48.2% | +52.1% | -3.9% | +36.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling