+164.6%
CVX vs HUT
+422.3%
-257.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +6.2% | -7.5% | -1.6% |
| 7D | +3.3% | +17.8% | -14.4% | +2.5% |
| 30D | +12.9% | +0.8% | +12.0% | +12.6% |
| 3M | +11.7% | -26.8% | +38.5% | +12.6% |
| 6M | +14.1% | +72.6% | -58.4% | +9.4% |
| YTD | +40.7% | +103.6% | -62.9% | +33.0% |
| 1Y | +37.5% | +265.3% | -227.8% | +24.7% |
| 3Y | +43.9% | +689.4% | -645.5% | +18.5% |
| 5Y | +161.5% | +75.3% | +86.1% | +120.1% |
| All | +164.6% | +422.3% | -257.8% | +57.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling