+1,113.4%
CVX vs HDB
+3,812.1%
-2,698.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.2% |
| 7D | +3.3% | +0.4% | +2.9% | +3.2% |
| 30D | +12.9% | -2.8% | +15.7% | +13.7% |
| 3M | +11.7% | -3.5% | +15.3% | +12.1% |
| 6M | +14.1% | -24.7% | +38.9% | +21.7% |
| YTD | +40.7% | -36.6% | +77.3% | +56.9% |
| 1Y | +37.5% | -34.4% | +71.9% | +51.7% |
| 3Y | +43.9% | -24.4% | +68.3% | +49.6% |
| 5Y | +161.5% | -35.4% | +196.8% | +178.5% |
| 10Y | +215.1% | +39.5% | +175.6% | +162.2% |
| All | +1,113.4% | +3,812.1% | -2,698.7% | +482.2% |
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