+20,419.5%
TXN vs CDE
-89.9%
+20,509.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.1% | -0.9% |
| 7D | +2.0% | -6.1% | +8.0% | +2.4% |
| 30D | -8.0% | +9.5% | -17.4% | -8.6% |
| 3M | -7.8% | +32.0% | -39.7% | -9.6% |
| 6M | +32.4% | -12.8% | +45.2% | +32.8% |
| YTD | +51.7% | +14.2% | +37.5% | +48.9% |
| 1Y | +44.3% | +36.3% | +8.0% | +39.4% |
| 3Y | +71.3% | +821.4% | -750.1% | +43.2% |
| 5Y | +56.4% | +194.3% | -137.8% | +36.9% |
| 10Y | +410.2% | +53.2% | +357.0% | +335.5% |
| All | +20,419.5% | -89.9% | +20,509.4% | +16,232.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling