+219.2%
CVX vs HRB
+209.1%
+10.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | +2.6% | -8.0% | +10.6% | +4.5% |
| 30D | +9.8% | -16.0% | +25.8% | +14.0% |
| 3M | +16.2% | +26.9% | -10.7% | +8.8% |
| 6M | +13.6% | +51.1% | -37.5% | +0.9% |
| YTD | +44.4% | +7.1% | +37.3% | +39.2% |
| 1Y | +40.6% | -9.6% | +50.2% | +41.3% |
| 3Y | +48.2% | +25.4% | +22.8% | +32.8% |
| 5Y | +172.3% | +114.9% | +57.4% | +100.9% |
| All | +219.2% | +209.1% | +10.0% | +98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling