+4,733.6%
CVX vs HD
+35,225.3%
-30,491.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.9% | -3.8% | -1.6% |
| 7D | -7.5% | +3.6% | -11.1% | -8.4% |
| 30D | -0.6% | +21.6% | -22.1% | -5.7% |
| 3M | +14.0% | +0.1% | +13.9% | +13.4% |
| 6M | +18.1% | +13.0% | +5.1% | +13.3% |
| YTD | +42.2% | +4.9% | +37.2% | +38.2% |
| 1Y | +41.3% | -2.1% | +43.4% | +39.7% |
| 3Y | +68.3% | +32.6% | +35.8% | +52.1% |
| 5Y | +122.0% | +8.2% | +113.8% | +108.3% |
| 10Y | +198.6% | +257.9% | -59.3% | +108.5% |
| All | +4,733.6% | +35,225.3% | -30,491.7% | +1,321.5% |
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