+4,861.3%
CVX vs HAL
+516.7%
+4,344.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +2.0% | +1.6% |
| 7D | +1.6% | +2.6% | -1.0% | +0.6% |
| 30D | -0.6% | -0.1% | -0.5% | -0.6% |
| 3M | +11.0% | -1.1% | +12.1% | +11.3% |
| 6M | +18.4% | -20.7% | +39.2% | +28.7% |
| YTD | +45.9% | +17.5% | +28.4% | +36.4% |
| 1Y | +46.7% | +24.1% | +22.6% | +34.3% |
| 3Y | +71.6% | -8.4% | +80.0% | +71.5% |
| 5Y | +131.4% | +53.2% | +78.2% | +86.4% |
| 10Y | +209.3% | -17.2% | +226.5% | +169.2% |
| All | +4,861.3% | +516.7% | +4,344.7% | +1,724.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling