+125.6%
CVX vs HUT
-31.8%
+157.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +14.6% | -14.7% | -0.5% |
| 7D | -9.7% | -11.4% | +1.6% | -9.5% |
| 30D | +3.6% | -41.0% | +44.7% | +4.8% |
| 3M | +13.3% | -41.9% | +55.3% | +14.5% |
| 6M | +16.9% | -51.7% | +68.6% | +18.2% |
| YTD | +43.4% | +14.6% | +28.8% | +39.3% |
| 1Y | +44.5% | +21.4% | +23.1% | +39.5% |
| 3Y | +64.0% | +359.8% | -295.9% | +42.5% |
| All | +125.6% | -31.8% | +157.4% | +94.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 HUT 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