+16.9%
CVX vs TER
-40.7%
+57.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.6% | -2.7% | 0.0% |
| 7D | -9.7% | -20.5% | +10.7% | -11.0% |
| 30D | +3.6% | -47.0% | +50.6% | -0.9% |
| 3M | +13.3% | -43.3% | +56.6% | +9.4% |
| 6M | +16.9% | -42.9% | +59.8% | +14.9% |
| All | +16.9% | -40.7% | +57.6% | +14.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling