+48.0%
CVX vs HRB
+25.9%
+22.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.6% | +3.5% | +2.0% |
| 7D | +1.0% | -10.6% | +11.6% | +1.7% |
| 30D | +10.7% | -0.8% | +11.5% | +10.5% |
| 3M | +15.5% | +19.1% | -3.6% | +13.5% |
| 6M | +14.9% | +48.7% | -33.8% | +10.9% |
| YTD | +44.2% | +7.1% | +37.1% | +43.7% |
| 1Y | +43.5% | -8.3% | +51.8% | +45.4% |
| All | +48.0% | +25.9% | +22.1% | +38.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling