+42.2%
CVX vs NDAQ
+91.7%
-49.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.5% | +0.9% |
| 7D | -0.6% | -2.6% | +2.0% | -0.2% |
| 30D | +13.4% | +0.5% | +13.0% | +13.3% |
| 3M | +11.8% | +9.9% | +1.9% | +9.8% |
| 6M | +12.4% | +8.2% | +4.2% | +10.5% |
| YTD | +41.5% | -1.5% | +43.0% | +41.8% |
| 1Y | +41.6% | +1.3% | +40.3% | +40.7% |
| 3Y | +42.2% | +92.6% | -50.3% | +11.0% |
| All | +42.2% | +91.7% | -49.5% | +11.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling