+41.9%
CVX vs TER
+249.3%
-207.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.5% | -6.8% | -1.4% |
| 7D | +3.3% | +0.6% | +2.7% | +3.3% |
| 30D | +12.9% | -8.3% | +21.2% | +13.0% |
| 3M | +11.7% | -12.2% | +23.9% | +11.7% |
| 6M | +14.1% | +17.1% | -2.9% | +11.2% |
| YTD | +40.7% | +84.7% | -44.0% | +30.7% |
| 1Y | +37.5% | +199.9% | -162.4% | +20.5% |
| All | +41.9% | +249.3% | -207.4% | +7.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling