+4,743.7%
CVX vs HAL
+499.7%
+4,244.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -6.2% | -6.5% | +0.2% | -3.8% |
| 30D | -0.4% | -2.1% | +1.8% | +0.4% |
| 3M | +9.3% | -4.9% | +14.2% | +11.2% |
| 6M | +18.4% | -19.3% | +37.7% | +27.7% |
| YTD | +42.5% | +14.3% | +28.2% | +34.6% |
| 1Y | +41.0% | +17.3% | +23.7% | +31.9% |
| 3Y | +67.5% | -10.9% | +78.4% | +69.3% |
| 5Y | +126.1% | +47.4% | +78.7% | +84.8% |
| 10Y | +198.8% | -20.8% | +219.6% | +164.2% |
| All | +4,743.7% | +499.7% | +4,244.0% | +1,699.7% |
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 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