+4,711.1%
CVX vs TGT
+6,311.1%
-1,600.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.6% | +0.8% |
| 7D | -0.6% | -0.6% | 0.0% | -0.5% |
| 30D | +13.4% | +9.5% | +3.9% | +11.2% |
| 3M | +11.8% | +32.3% | -20.4% | +5.1% |
| 6M | +12.4% | +37.0% | -24.6% | +4.5% |
| YTD | +41.5% | +71.0% | -29.5% | +25.2% |
| 1Y | +41.6% | +85.0% | -43.4% | +22.8% |
| 3Y | +42.2% | +46.8% | -4.6% | +26.0% |
| 5Y | +166.0% | -22.7% | +188.7% | +163.9% |
| 10Y | +207.2% | +216.3% | -9.0% | +118.3% |
| All | +4,711.1% | +6,311.1% | -1,600.0% | +1,976.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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