+992.6%
HOOD vs CVX
+42.1%
+950.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.6% | -4.5% | -4.0% |
| 7D | +13.4% | -0.6% | +14.0% | +13.5% |
| 30D | +25.8% | +13.4% | +12.3% | +22.3% |
| 3M | +38.0% | +11.8% | +26.2% | +34.4% |
| 6M | +52.2% | +12.4% | +39.8% | +45.5% |
| YTD | +3.7% | +41.5% | -37.8% | -12.2% |
| 1Y | +0.1% | +41.6% | -41.6% | -15.8% |
| 3Y | +992.6% | +42.2% | +950.3% | +738.9% |
| All | +992.6% | +42.1% | +950.5% | +738.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CVX.
Daily Out/Under-Performance
Portfolio return minus CVX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVX 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 3y: compounded portfolio wealth divided by compounded CVX 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…
3y analysis · Full analysis span regression · 6 months rolling