+214.5%
CVX vs HDB
+63.5%
+151.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.2% | +1.5% |
| 7D | +3.4% | +2.7% | +0.7% | +2.6% |
| 30D | -1.0% | +14.1% | -15.1% | -4.8% |
| 3M | +12.2% | +11.8% | +0.4% | +8.1% |
| 6M | +20.3% | +8.2% | +12.2% | +16.2% |
| YTD | +48.3% | -29.3% | +77.6% | +62.5% |
| 1Y | +46.9% | -28.8% | +75.7% | +60.5% |
| 3Y | +73.1% | -7.5% | +80.6% | +67.9% |
| 5Y | +135.2% | -23.1% | +158.3% | +138.5% |
| All | +214.5% | +63.5% | +151.0% | +140.6% |
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