+40.6%
CVX vs TE
+149.2%
-108.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | 0.0% | +0.6% |
| 7D | +2.6% | +0.2% | +2.4% | +2.6% |
| 30D | +9.8% | -5.9% | +15.7% | +9.7% |
| 3M | +16.2% | -45.6% | +61.8% | +15.0% |
| 6M | +13.6% | -43.4% | +57.0% | +13.1% |
| YTD | +44.4% | -31.0% | +75.4% | +43.6% |
| 1Y | +40.6% | +145.2% | -104.6% | +42.4% |
| All | +40.6% | +149.2% | -108.6% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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