+207.2%
CVX vs THC
+952.2%
-745.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.8% | +1.0% |
| 7D | -0.6% | -2.6% | +2.0% | -0.2% |
| 30D | +13.4% | -1.2% | +14.6% | +13.6% |
| 3M | +11.8% | +58.9% | -47.1% | +2.3% |
| 6M | +12.4% | +9.3% | +3.1% | +9.5% |
| YTD | +41.5% | +30.4% | +11.1% | +32.9% |
| 1Y | +41.6% | +34.6% | +7.0% | +31.7% |
| 3Y | +42.2% | +246.7% | -204.4% | +7.0% |
| 5Y | +166.0% | +244.5% | -78.6% | +91.0% |
| 10Y | +207.2% | +950.1% | -742.9% | +64.4% |
| All | +207.2% | +952.2% | -745.0% | +64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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