+170.6%
CVX vs HRB
+109.9%
+60.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | +0.7% | -12.2% | +12.9% | +2.0% |
| 30D | +9.1% | -3.0% | +12.1% | +9.2% |
| 3M | +13.1% | +21.7% | -8.6% | +10.0% |
| 6M | +16.3% | +52.3% | -36.1% | +9.7% |
| YTD | +43.5% | +6.5% | +37.0% | +41.9% |
| 1Y | +40.2% | -6.7% | +46.8% | +41.0% |
| 3Y | +44.2% | +25.1% | +19.1% | +36.9% |
| 5Y | +170.6% | +113.8% | +56.8% | +144.6% |
| All | +170.6% | +109.9% | +60.7% | +144.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling