+219.2%
CVX vs HAL
+4.5%
+214.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.9% |
| 7D | +2.6% | -3.3% | +5.9% | +4.3% |
| 30D | +9.8% | +8.2% | +1.7% | +5.6% |
| 3M | +16.2% | -9.4% | +25.6% | +21.4% |
| 6M | +13.6% | +0.6% | +13.0% | +12.4% |
| YTD | +44.4% | +28.6% | +15.8% | +26.6% |
| 1Y | +40.6% | +63.9% | -23.3% | +8.4% |
| 3Y | +48.2% | -7.1% | +55.3% | +46.2% |
| 5Y | +172.3% | +102.3% | +69.9% | +74.0% |
| All | +219.2% | +4.5% | +214.7% | +96.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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