+221.9%
CVX vs HDB
+32.4%
+189.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.8% | +3.7% | +2.4% |
| 7D | +1.0% | -4.9% | +5.8% | +2.4% |
| 30D | +10.7% | -5.8% | +16.5% | +12.5% |
| 3M | +15.5% | -5.2% | +20.7% | +16.3% |
| 6M | +14.9% | -25.7% | +40.6% | +23.9% |
| YTD | +44.2% | -39.6% | +83.8% | +65.9% |
| 1Y | +43.5% | -36.9% | +80.4% | +62.4% |
| 3Y | +45.0% | -29.7% | +74.7% | +54.2% |
| 5Y | +172.2% | -37.8% | +209.9% | +196.6% |
| 10Y | +221.9% | +33.7% | +188.2% | +164.0% |
| All | +221.9% | +32.4% | +189.5% | +164.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling