+166.0%
CVX vs TER
+216.0%
-50.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.2% | -3.6% | +0.3% |
| 7D | -0.6% | +11.0% | -11.5% | -1.2% |
| 30D | +13.4% | -1.9% | +15.3% | +13.4% |
| 3M | +11.8% | -0.7% | +12.5% | +10.9% |
| 6M | +12.4% | +36.4% | -23.9% | +6.8% |
| YTD | +41.5% | +92.4% | -50.9% | +28.5% |
| 1Y | +41.6% | +213.5% | -171.9% | +20.2% |
| 3Y | +42.2% | +277.2% | -235.0% | +12.6% |
| 5Y | +166.0% | +219.1% | -53.2% | +107.2% |
| All | +166.0% | +216.0% | -50.1% | +107.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling