+122.0%
CVX vs HDB
-23.0%
+145.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.7% | -3.5% | -1.0% |
| 7D | -7.5% | +13.7% | -21.2% | -8.1% |
| 30D | -0.6% | +15.8% | -16.4% | -1.4% |
| 3M | +14.0% | +9.2% | +4.7% | +13.3% |
| 6M | +18.1% | +3.2% | +15.0% | +17.7% |
| YTD | +42.2% | -29.4% | +71.5% | +48.1% |
| 1Y | +41.3% | -27.9% | +69.3% | +46.8% |
| 3Y | +68.3% | -5.9% | +74.2% | +66.3% |
| 5Y | +122.0% | -23.5% | +145.5% | +125.7% |
| All | +122.0% | -23.0% | +145.0% | +125.7% |
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