+4,683.6%
CVX vs HL
+62.0%
+4,621.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.5% | +1.2% | -1.1% |
| 7D | +3.3% | +1.5% | +1.9% | +3.1% |
| 30D | +12.9% | +25.1% | -12.2% | +10.4% |
| 3M | +11.7% | +22.9% | -11.2% | +9.0% |
| 6M | +14.1% | -4.9% | +19.1% | +13.2% |
| YTD | +40.7% | +7.8% | +32.9% | +36.8% |
| 1Y | +37.5% | +133.9% | -96.4% | +23.4% |
| 3Y | +43.9% | +380.9% | -337.0% | +17.5% |
| 5Y | +161.5% | +230.2% | -68.7% | +116.6% |
| 10Y | +215.1% | +265.6% | -50.5% | +138.8% |
| All | +4,683.6% | +62.0% | +4,621.6% | +2,919.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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