+172.2%
CVX vs TSN
-20.2%
+192.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +2.9% | +2.1% |
| 7D | +1.0% | -7.3% | +8.3% | +2.6% |
| 30D | +10.7% | -8.6% | +19.3% | +12.8% |
| 3M | +15.5% | -7.5% | +23.0% | +17.1% |
| 6M | +14.9% | -14.1% | +29.0% | +18.1% |
| YTD | +44.2% | -9.4% | +53.6% | +45.9% |
| 1Y | +43.5% | -4.1% | +47.6% | +42.8% |
| 3Y | +45.0% | +10.3% | +34.6% | +37.2% |
| 5Y | +172.2% | -19.7% | +191.9% | +174.4% |
| All | +172.2% | -20.2% | +192.4% | +174.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 TSN 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