+166.0%
CVX vs HD
+8.2%
+157.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +0.9% |
| 7D | -0.6% | -1.2% | +0.6% | -0.4% |
| 30D | +13.4% | -11.1% | +24.6% | +15.3% |
| 3M | +11.8% | +2.0% | +9.8% | +10.8% |
| 6M | +12.4% | -10.5% | +22.9% | +14.0% |
| YTD | +41.5% | -6.9% | +48.4% | +42.1% |
| 1Y | +41.6% | -23.2% | +64.8% | +48.5% |
| 3Y | +42.2% | +3.1% | +39.2% | +38.4% |
| 5Y | +166.0% | +7.4% | +158.6% | +142.8% |
| All | +166.0% | +8.2% | +157.7% | +142.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling