+76.5%
TXN vs CDE
+807.6%
-731.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.2% | +2.6% | +3.7% |
| 7D | +4.0% | -3.1% | +7.1% | +4.4% |
| 30D | -2.9% | +9.5% | -12.3% | -4.1% |
| 3M | -9.1% | +25.5% | -34.6% | -12.1% |
| 6M | +36.6% | -7.9% | +44.5% | +35.9% |
| YTD | +57.5% | +15.6% | +41.9% | +51.6% |
| 1Y | +49.5% | +34.0% | +15.5% | +39.9% |
| 3Y | +76.5% | +791.9% | -715.4% | +26.7% |
| All | +76.5% | +807.6% | -731.1% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 3y: compounded portfolio wealth divided by compounded CDE 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…
3y analysis · Full analysis span regression · 6 months rolling