+78.4%
TXN vs C
+113.1%
-34.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.5% | +4.2% | +5.5% |
| 7D | -2.1% | -0.9% | -1.2% | -1.4% |
| 30D | +4.7% | -5.4% | +10.1% | +7.5% |
| 3M | +3.9% | -9.2% | +13.0% | +8.4% |
| 6M | +3.8% | -1.8% | +5.6% | +4.3% |
| YTD | +74.2% | +6.7% | +67.5% | +66.2% |
| 1Y | +88.2% | +23.5% | +64.7% | +66.8% |
| 3Y | +124.0% | +219.8% | -95.8% | +24.5% |
| 5Y | +78.4% | +112.4% | -34.1% | +13.6% |
| All | +78.4% | +113.1% | -34.7% | +13.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling