+214.5%
CVX vs HD
+241.0%
-26.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +3.4% | +1.5% | +1.9% | +2.8% |
| 30D | -1.0% | +18.0% | -19.0% | -7.9% |
| 3M | +12.2% | +2.8% | +9.4% | +10.2% |
| 6M | +20.3% | +17.0% | +3.4% | +10.6% |
| YTD | +48.3% | +3.5% | +44.8% | +42.3% |
| 1Y | +46.9% | -2.6% | +49.5% | +44.6% |
| 3Y | +73.1% | +30.7% | +42.4% | +43.0% |
| 5Y | +135.2% | +6.2% | +129.0% | +109.7% |
| All | +214.5% | +241.0% | -26.5% | +60.0% |
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