+219.2%
CVX vs TRI
+196.2%
+23.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +0.2% |
| 7D | +2.6% | -7.9% | +10.5% | +4.8% |
| 30D | +9.8% | -4.5% | +14.3% | +10.8% |
| 3M | +16.2% | +22.1% | -5.9% | +8.1% |
| 6M | +13.6% | -2.8% | +16.4% | +12.2% |
| YTD | +44.4% | -23.4% | +67.8% | +53.4% |
| 1Y | +40.6% | -41.5% | +82.1% | +64.9% |
| 3Y | +48.2% | -19.2% | +67.4% | +45.9% |
| 5Y | +172.3% | -9.4% | +181.7% | +148.3% |
| All | +219.2% | +196.2% | +23.0% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling