+166.0%
CVX vs HDB
-37.8%
+203.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.0% | +3.6% | +0.8% |
| 7D | -0.6% | -2.0% | +1.5% | -0.5% |
| 30D | +13.4% | -4.9% | +18.3% | +13.8% |
| 3M | +11.8% | -2.3% | +14.1% | +11.6% |
| 6M | +12.4% | -23.7% | +36.2% | +15.1% |
| YTD | +41.5% | -38.5% | +80.0% | +48.8% |
| 1Y | +41.6% | -36.5% | +78.1% | +48.1% |
| 3Y | +42.2% | -28.5% | +70.7% | +45.1% |
| 5Y | +166.0% | -37.4% | +203.3% | +178.4% |
| All | +166.0% | -37.8% | +203.7% | +178.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling