+41.0%
CVX vs HD
-2.4%
+43.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | 0.0% |
| 7D | -6.2% | +5.2% | -11.4% | -4.9% |
| 30D | -0.4% | +20.7% | -21.1% | +4.4% |
| 3M | +9.3% | +0.8% | +8.5% | +9.3% |
| 6M | +18.4% | +12.2% | +6.2% | +21.8% |
| YTD | +42.5% | +4.2% | +38.2% | +46.4% |
| 1Y | +41.0% | -2.6% | +43.6% | +44.9% |
| All | +41.0% | -2.4% | +43.4% | +44.9% |
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