+4,683.6%
CVX vs HAS
+3,598.5%
+1,085.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.2% |
| 7D | +3.3% | -1.8% | +5.1% | +3.7% |
| 30D | +12.9% | +2.3% | +10.6% | +12.3% |
| 3M | +11.7% | +10.4% | +1.4% | +9.1% |
| 6M | +14.1% | -3.2% | +17.4% | +14.0% |
| YTD | +40.7% | +15.4% | +25.3% | +35.2% |
| 1Y | +37.5% | +18.8% | +18.7% | +31.1% |
| 3Y | +43.9% | +43.9% | 0.0% | +29.4% |
| 5Y | +161.5% | +13.9% | +147.6% | +142.5% |
| 10Y | +215.1% | +56.4% | +158.7% | +164.0% |
| All | +4,683.6% | +3,598.5% | +1,085.1% | +2,436.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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