+4,743.7%
CVX vs HD
+34,983.4%
-30,239.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.4% |
| 7D | -6.2% | +5.2% | -11.4% | -7.6% |
| 30D | -0.4% | +20.7% | -21.1% | -5.4% |
| 3M | +9.3% | +0.8% | +8.5% | +8.6% |
| 6M | +18.4% | +12.2% | +6.2% | +13.7% |
| YTD | +42.5% | +4.2% | +38.2% | +38.7% |
| 1Y | +41.0% | -2.6% | +43.6% | +39.6% |
| 3Y | +67.5% | +30.0% | +37.5% | +52.2% |
| 5Y | +126.1% | +8.1% | +118.0% | +112.2% |
| 10Y | +198.8% | +247.2% | -48.4% | +110.1% |
| All | +4,743.7% | +34,983.4% | -30,239.7% | +1,327.0% |
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 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