+20.3%
CVX vs TEM
+54.1%
-33.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.7% | +7.3% | +1.3% |
| 7D | +3.4% | -5.9% | +9.3% | +3.1% |
| 30D | -1.0% | +4.8% | -5.8% | -0.5% |
| 3M | +12.2% | +31.9% | -19.7% | +15.0% |
| 6M | +20.3% | +56.0% | -35.6% | +25.2% |
| All | +20.3% | +54.1% | -33.8% | +25.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling