+219.2%
CVX vs NDAQ
+368.2%
-149.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.8% |
| 7D | +2.6% | -5.6% | +8.2% | +5.0% |
| 30D | +9.8% | -4.4% | +14.2% | +11.7% |
| 3M | +16.2% | +5.9% | +10.3% | +12.6% |
| 6M | +13.6% | +7.7% | +5.9% | +8.7% |
| YTD | +44.4% | -5.2% | +49.5% | +44.9% |
| 1Y | +40.6% | -3.4% | +44.0% | +39.4% |
| 3Y | +48.2% | +85.6% | -37.4% | +4.5% |
| 5Y | +172.3% | +49.5% | +122.8% | +108.3% |
| All | +219.2% | +368.2% | -149.0% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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