+43.5%
CVX vs TER
+223.1%
-179.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.1% | -1.2% | +2.1% |
| 7D | +1.0% | +12.4% | -11.4% | +1.7% |
| 30D | +10.7% | +5.1% | +5.5% | +11.1% |
| 3M | +15.5% | +4.0% | +11.5% | +16.3% |
| 6M | +14.9% | +29.5% | -14.6% | +16.3% |
| YTD | +44.2% | +98.5% | -54.3% | +43.8% |
| 1Y | +43.5% | +234.1% | -190.6% | +42.5% |
| All | +43.5% | +223.1% | -179.5% | +42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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