+130.0%
CVX vs XHB
+28.9%
+101.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.5% |
| 7D | +3.4% | -0.2% | +3.6% | +3.4% |
| 30D | -1.0% | +9.9% | -10.9% | -2.5% |
| 3M | +12.2% | -6.3% | +18.5% | +13.1% |
| 6M | +20.3% | +3.8% | +16.5% | +18.4% |
| YTD | +48.3% | +0.1% | +48.2% | +46.2% |
| 1Y | +46.9% | -0.8% | +47.7% | +45.1% |
| 3Y | +73.1% | +35.6% | +37.5% | +57.4% |
| All | +130.0% | +28.9% | +101.1% | +101.8% |
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