+47.0%
CVX vs TRMB
-31.2%
+78.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -17.3% | +13.6% | -4.4% |
| 7D | -5.3% | -15.7% | +10.4% | -5.8% |
| 30D | +5.1% | -7.8% | +12.8% | +5.7% |
| 3M | +14.9% | -9.3% | +24.2% | +15.4% |
| 6M | +14.9% | -20.8% | +35.7% | +14.3% |
| YTD | +46.3% | -30.8% | +77.1% | +44.3% |
| 1Y | +47.0% | -31.0% | +78.0% | +45.4% |
| All | +47.0% | -31.2% | +78.2% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 1y: compounded portfolio wealth divided by compounded TRMB 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…
1y analysis · Full analysis span regression · 6 months rolling