+172.2%
CVX vs XHB
+34.8%
+137.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +2.1% |
| 7D | +1.0% | -1.9% | +2.9% | +1.2% |
| 30D | +10.7% | -8.3% | +19.0% | +12.1% |
| 3M | +15.5% | -7.1% | +22.6% | +16.3% |
| 6M | +14.9% | -5.3% | +20.1% | +14.9% |
| YTD | +44.2% | -3.2% | +47.4% | +43.1% |
| 1Y | +43.5% | -13.9% | +57.4% | +46.3% |
| 3Y | +45.0% | +24.9% | +20.0% | +33.6% |
| 5Y | +172.2% | +34.5% | +137.6% | +139.6% |
| All | +172.2% | +34.8% | +137.3% | +139.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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