+1,126.1%
CVX vs HDB
+4,256.0%
-3,129.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.7% | -3.5% | -1.6% |
| 7D | -7.5% | +13.7% | -21.2% | -10.7% |
| 30D | -0.6% | +15.8% | -16.4% | -4.7% |
| 3M | +14.0% | +9.2% | +4.7% | +10.7% |
| 6M | +18.1% | +3.2% | +15.0% | +15.8% |
| YTD | +42.2% | -29.4% | +71.5% | +53.3% |
| 1Y | +41.3% | -27.9% | +69.3% | +51.5% |
| 3Y | +68.3% | -5.9% | +74.2% | +64.1% |
| 5Y | +122.0% | -23.5% | +145.5% | +124.8% |
| 10Y | +198.6% | +61.3% | +137.2% | +137.9% |
| All | +1,126.1% | +4,256.0% | -3,129.9% | +468.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling