+221.9%
CVX vs TRMB
+113.5%
+108.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.3% | +4.3% | +2.6% |
| 7D | +1.0% | -2.9% | +3.9% | +1.9% |
| 30D | +10.7% | -1.8% | +12.4% | +11.1% |
| 3M | +15.5% | +8.4% | +7.1% | +11.7% |
| 6M | +14.9% | -18.5% | +33.4% | +21.3% |
| YTD | +44.2% | -26.7% | +70.9% | +56.9% |
| 1Y | +43.5% | -28.3% | +71.8% | +56.5% |
| 3Y | +45.0% | +12.6% | +32.4% | +30.5% |
| 5Y | +172.2% | -38.7% | +210.9% | +199.5% |
| 10Y | +221.9% | +120.8% | +101.1% | +94.5% |
| All | +221.9% | +113.5% | +108.4% | +94.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling