+166.0%
CVX vs TRMB
-37.5%
+203.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.7% | +0.8% |
| 7D | -0.6% | -0.3% | -0.3% | -0.5% |
| 30D | +13.4% | -1.2% | +14.7% | +13.6% |
| 3M | +11.8% | +9.6% | +2.2% | +9.5% |
| 6M | +12.4% | -16.1% | +28.6% | +15.8% |
| YTD | +41.5% | -25.0% | +66.5% | +48.9% |
| 1Y | +41.6% | -27.7% | +69.3% | +49.7% |
| 3Y | +42.2% | +15.3% | +26.9% | +33.1% |
| 5Y | +166.0% | -37.4% | +203.4% | +178.6% |
| All | +166.0% | -37.5% | +203.5% | +178.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling