+172.2%
CVX vs HBM
+392.2%
-220.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.0% |
| 7D | +1.0% | +5.5% | -4.6% | +0.2% |
| 30D | +10.7% | +3.3% | +7.4% | +9.9% |
| 3M | +15.5% | +12.7% | +2.8% | +12.7% |
| 6M | +14.9% | +28.2% | -13.3% | +8.2% |
| YTD | +44.2% | +45.3% | -1.1% | +31.4% |
| 1Y | +43.5% | +121.7% | -78.2% | +19.6% |
| 3Y | +45.0% | +523.5% | -478.6% | -7.6% |
| 5Y | +172.2% | +393.9% | -221.8% | +73.2% |
| All | +172.2% | +392.2% | -220.1% | +73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 5y: compounded portfolio wealth divided by compounded HBM 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…
5y analysis · Full analysis span regression · 6 months rolling