+400.7%
TXN vs C
+301.2%
+99.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.3% |
| 7D | +2.0% | +0.3% | +1.7% | +1.8% |
| 30D | -8.0% | +2.0% | -10.0% | -8.9% |
| 3M | -7.8% | +4.4% | -12.1% | -9.6% |
| 6M | +32.4% | +28.3% | +4.1% | +18.3% |
| YTD | +51.7% | +20.5% | +31.2% | +38.1% |
| 1Y | +44.3% | +45.5% | -1.3% | +20.7% |
| 3Y | +71.3% | +274.0% | -202.8% | -5.6% |
| 5Y | +56.4% | +136.1% | -79.7% | +2.2% |
| All | +400.7% | +301.2% | +99.5% | +164.7% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 10y: compounded portfolio wealth divided by compounded C 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…
10y analysis · Full analysis span regression · 6 months rolling