+4,683.6%
CVX vs HD
+31,989.9%
-27,306.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.5% |
| 7D | +3.3% | -2.1% | +5.4% | +3.9% |
| 30D | +12.9% | -8.4% | +21.3% | +15.3% |
| 3M | +11.7% | +4.3% | +7.4% | +9.9% |
| 6M | +14.1% | -11.1% | +25.3% | +16.5% |
| YTD | +40.7% | -4.7% | +45.4% | +40.7% |
| 1Y | +37.5% | -19.8% | +57.3% | +43.7% |
| 3Y | +43.9% | +4.1% | +39.8% | +39.1% |
| 5Y | +161.5% | +10.3% | +151.1% | +144.6% |
| 10Y | +215.1% | +203.2% | +12.0% | +129.9% |
| All | +4,683.6% | +31,989.9% | -27,306.2% | +1,347.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling