+4,942.5%
CVX vs TSN
+1,033.0%
+3,909.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.4% | +1.8% |
| 7D | +3.4% | -1.4% | +4.9% | +3.7% |
| 30D | -1.0% | +8.5% | -9.5% | -2.7% |
| 3M | +12.2% | +5.3% | +6.9% | +10.8% |
| 6M | +20.3% | -10.5% | +30.8% | +22.4% |
| YTD | +48.3% | +3.0% | +45.3% | +46.3% |
| 1Y | +46.9% | +12.1% | +34.8% | +42.4% |
| 3Y | +73.1% | +43.1% | +30.0% | +58.6% |
| 5Y | +135.2% | -15.1% | +150.3% | +137.1% |
| 10Y | +214.4% | +14.8% | +199.6% | +193.8% |
| All | +4,942.5% | +1,033.0% | +3,909.5% | +3,083.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling