+198.8%
CVX vs HD
+253.5%
-54.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.5% |
| 7D | -6.2% | +5.2% | -11.4% | -8.3% |
| 30D | -0.4% | +20.7% | -21.1% | -8.2% |
| 3M | +9.3% | +0.8% | +8.5% | +8.2% |
| 6M | +18.4% | +12.2% | +6.2% | +10.8% |
| YTD | +42.5% | +4.2% | +38.2% | +36.3% |
| 1Y | +41.0% | -2.6% | +43.6% | +39.0% |
| 3Y | +67.5% | +30.0% | +37.5% | +38.9% |
| 5Y | +126.1% | +8.1% | +118.0% | +99.6% |
| 10Y | +198.8% | +247.2% | -48.4% | +51.6% |
| All | +198.8% | +253.5% | -54.7% | +51.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling