+68.3%
CVX vs HDB
-7.2%
+75.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.7% | -3.5% | -0.7% |
| 7D | -7.5% | +13.7% | -21.2% | -7.0% |
| 30D | -0.6% | +15.8% | -16.4% | 0.0% |
| 3M | +14.0% | +9.2% | +4.7% | +14.5% |
| 6M | +18.1% | +3.2% | +15.0% | +18.5% |
| YTD | +42.2% | -29.4% | +71.5% | +46.1% |
| 1Y | +41.3% | -27.9% | +69.3% | +44.9% |
| 3Y | +68.3% | -5.9% | +74.2% | +67.5% |
| All | +68.3% | -7.2% | +75.6% | +67.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling