+731.7%
CVX vs TDG
+12,839.7%
-12,108.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.7% | +3.6% | +2.5% |
| 7D | +1.0% | -2.4% | +3.4% | +1.8% |
| 30D | +10.7% | -8.0% | +18.6% | +13.9% |
| 3M | +15.5% | -10.5% | +25.9% | +19.4% |
| 6M | +14.9% | -11.9% | +26.8% | +18.2% |
| YTD | +44.2% | -15.4% | +59.6% | +49.9% |
| 1Y | +43.5% | -14.2% | +57.7% | +48.0% |
| 3Y | +45.0% | +51.0% | -6.1% | +16.1% |
| 5Y | +172.2% | +126.5% | +45.7% | +79.8% |
| 10Y | +221.9% | +535.6% | -313.7% | +37.5% |
| All | +731.7% | +12,839.7% | -12,108.0% | +20.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling