+48.0%
CVX vs TE
-22.1%
+70.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.0% | +4.9% | +1.9% |
| 7D | +1.0% | +15.0% | -14.0% | +0.8% |
| 30D | +10.7% | -7.5% | +18.2% | +10.7% |
| 3M | +15.5% | -42.0% | +57.4% | +16.2% |
| 6M | +14.9% | -31.4% | +46.3% | +14.4% |
| YTD | +44.2% | -26.5% | +70.7% | +42.7% |
| 1Y | +43.5% | +153.1% | -109.6% | +34.2% |
| All | +48.0% | -22.1% | +70.1% | +35.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling