+179.3%
HOOD vs CVX
+172.5%
+6.8%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.9% | -3.7% | -2.3% |
| 7D | +7.7% | +1.0% | +6.8% | +7.4% |
| 30D | +22.0% | +10.7% | +11.3% | +18.1% |
| 3M | +37.6% | +15.5% | +22.1% | +30.8% |
| 6M | +45.3% | +14.9% | +30.4% | +36.4% |
| YTD | +1.9% | +44.2% | -42.3% | -13.7% |
| 1Y | -2.7% | +43.5% | -46.2% | -17.7% |
| 3Y | +973.4% | +45.0% | +928.4% | +787.8% |
| 5Y | +179.3% | +172.2% | +7.1% | +45.0% |
| All | +179.3% | +172.5% | +6.8% | +45.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling