+99.7%
TXN vs CVX
+47.0%
+52.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.7% | +3.4% | -1.7% |
| 7D | +1.0% | -5.3% | +6.4% | -0.9% |
| 30D | +6.1% | +5.1% | +1.1% | +8.3% |
| 3M | +10.4% | +14.9% | -4.6% | +17.0% |
| 6M | +12.6% | +14.9% | -2.3% | +20.9% |
| YTD | +83.5% | +46.3% | +37.1% | +103.5% |
| 1Y | +99.7% | +47.0% | +52.7% | +121.8% |
| All | +99.7% | +47.0% | +52.7% | +121.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CVX.
Daily Out/Under-Performance
Portfolio return minus CVX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVX 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 1y: compounded portfolio wealth divided by compounded CVX 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…
1y analysis · Full analysis span regression · 6 months rolling