+1,112.9%
CVX vs TRI
+518.6%
+594.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.5% | +7.1% | +3.2% |
| 7D | -0.6% | -7.1% | +6.5% | +2.1% |
| 30D | +13.4% | -2.3% | +15.8% | +13.9% |
| 3M | +11.8% | +19.6% | -7.7% | +1.5% |
| 6M | +12.4% | -8.7% | +21.1% | +12.8% |
| YTD | +41.5% | -22.3% | +63.8% | +49.6% |
| 1Y | +41.6% | -40.7% | +82.3% | +68.5% |
| 3Y | +42.2% | -17.8% | +60.0% | +40.4% |
| 5Y | +166.0% | -8.5% | +174.5% | +143.7% |
| 10Y | +207.2% | +192.6% | +14.6% | +53.1% |
| All | +1,112.9% | +518.6% | +594.3% | +273.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling