+73.1%
CVX vs TRU
+58.0%
+15.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +3.4% | 0.0% | +3.4% | +3.4% |
| 30D | -1.0% | +21.3% | -22.3% | -2.9% |
| 3M | +12.2% | +0.2% | +12.0% | +11.9% |
| 6M | +20.3% | +22.4% | -2.0% | +16.9% |
| YTD | +48.3% | -4.8% | +53.1% | +48.9% |
| 1Y | +46.9% | -0.2% | +47.1% | +46.2% |
| 3Y | +73.1% | +57.9% | +15.2% | +57.6% |
| All | +73.1% | +58.0% | +15.2% | +57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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