+42.2%
CVX vs TRMB
+13.0%
+29.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.7% | +0.7% |
| 7D | -0.6% | -0.3% | -0.3% | -0.6% |
| 30D | +13.4% | -1.2% | +14.7% | +13.5% |
| 3M | +11.8% | +9.6% | +2.2% | +9.9% |
| 6M | +12.4% | -16.1% | +28.6% | +15.8% |
| YTD | +41.5% | -25.0% | +66.5% | +49.0% |
| 1Y | +41.6% | -27.7% | +69.3% | +49.9% |
| 3Y | +42.2% | +15.3% | +26.9% | +30.5% |
| All | +42.2% | +13.0% | +29.2% | +30.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling