+47.0%
CVX vs TEM
-11.1%
+58.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.8% | -0.9% | -3.8% |
| 7D | -5.3% | -1.3% | -4.0% | -5.3% |
| 30D | +5.1% | -9.5% | +14.6% | +4.8% |
| 3M | +14.9% | +60.7% | -45.8% | +18.9% |
| 6M | +14.9% | +35.5% | -20.6% | +18.2% |
| YTD | +46.3% | +28.0% | +18.3% | +50.4% |
| 1Y | +47.0% | -10.5% | +57.5% | +50.1% |
| All | +47.0% | -11.1% | +58.1% | +50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 TEM 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