+162.6%
CVX vs TT
+140.2%
+22.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.4% |
| 7D | +3.3% | 0.0% | +3.3% | +3.3% |
| 30D | +12.9% | -7.2% | +20.0% | +13.6% |
| 3M | +11.7% | -3.0% | +14.7% | +11.7% |
| 6M | +14.1% | +1.4% | +12.8% | +13.3% |
| YTD | +40.7% | +15.9% | +24.8% | +36.7% |
| 1Y | +37.5% | +9.4% | +28.1% | +34.5% |
| 3Y | +43.9% | +124.4% | -80.4% | +24.8% |
| All | +162.6% | +140.2% | +22.5% | +123.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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