+47.0%
CVX vs HD
-3.1%
+50.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +6.5% | -10.2% | -2.1% |
| 7D | -5.3% | +11.9% | -17.3% | -2.6% |
| 30D | +5.1% | +26.4% | -21.3% | +11.2% |
| 3M | +14.9% | +2.8% | +12.1% | +15.5% |
| 6M | +14.9% | +15.5% | -0.6% | +18.7% |
| YTD | +46.3% | +5.5% | +40.8% | +50.7% |
| 1Y | +47.0% | -4.6% | +51.6% | +51.8% |
| All | +47.0% | -3.1% | +50.2% | +51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 1y: compounded portfolio wealth divided by compounded HD 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…
1y analysis · Full analysis span regression · 6 months rolling