+4,683.6%
CVX vs TER
+14,183.4%
-9,499.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.5% | -6.8% | -1.9% |
| 7D | +3.3% | +0.6% | +2.7% | +3.2% |
| 30D | +12.9% | -8.3% | +21.2% | +13.7% |
| 3M | +11.7% | -12.2% | +23.9% | +11.6% |
| 6M | +14.1% | +17.1% | -2.9% | +8.5% |
| YTD | +40.7% | +84.7% | -44.0% | +25.8% |
| 1Y | +37.5% | +199.9% | -162.4% | +14.8% |
| 3Y | +43.9% | +232.8% | -188.8% | +15.5% |
| 5Y | +161.5% | +198.6% | -37.1% | +108.1% |
| 10Y | +215.1% | +1,669.7% | -1,454.6% | +100.8% |
| All | +4,683.6% | +14,183.4% | -9,499.8% | +2,368.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling