+39.7%
CVX vs TRV
+36.9%
+2.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.5% |
| 7D | +0.7% | -1.5% | +2.2% | +0.7% |
| 30D | +9.1% | -1.8% | +10.9% | +9.2% |
| 3M | +13.1% | +21.6% | -8.5% | +12.0% |
| 6M | +16.3% | +22.5% | -6.2% | +15.4% |
| YTD | +43.5% | +28.1% | +15.3% | +41.4% |
| All | +39.7% | +36.9% | +2.8% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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