+4,683.6%
CVX vs HAL
+597.8%
+4,085.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.1% |
| 7D | +3.3% | +2.9% | +0.4% | +2.2% |
| 30D | +12.9% | +17.0% | -4.2% | +6.4% |
| 3M | +11.7% | -9.7% | +21.4% | +15.7% |
| 6M | +14.1% | +8.6% | +5.5% | +10.1% |
| YTD | +40.7% | +33.0% | +7.7% | +25.7% |
| 1Y | +37.5% | +68.3% | -30.8% | +11.7% |
| 3Y | +43.9% | +0.1% | +43.8% | +39.1% |
| 5Y | +161.5% | +102.6% | +58.8% | +89.7% |
| 10Y | +215.1% | +3.8% | +211.3% | +153.1% |
| All | +4,683.6% | +597.8% | +4,085.8% | +1,580.8% |
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