+42.2%
CVX vs HAL
-4.2%
+46.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.9% |
| 7D | -0.6% | +0.5% | -1.1% | -0.8% |
| 30D | +13.4% | +15.9% | -2.5% | +6.1% |
| 3M | +11.8% | -8.7% | +20.5% | +16.0% |
| 6M | +12.4% | +9.0% | +3.4% | +7.6% |
| YTD | +41.5% | +32.0% | +9.5% | +24.3% |
| 1Y | +41.6% | +72.5% | -30.9% | +9.3% |
| 3Y | +42.2% | -4.5% | +46.8% | +42.4% |
| All | +42.2% | -4.2% | +46.4% | +42.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling