+166.0%
CVX vs NDAQ
+55.5%
+110.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.5% | +1.0% |
| 7D | -0.6% | -2.6% | +2.0% | -0.1% |
| 30D | +13.4% | +0.5% | +13.0% | +13.3% |
| 3M | +11.8% | +9.9% | +1.9% | +9.2% |
| 6M | +12.4% | +8.2% | +4.2% | +9.9% |
| YTD | +41.5% | -1.5% | +43.0% | +41.2% |
| 1Y | +41.6% | +1.3% | +40.3% | +39.9% |
| 3Y | +42.2% | +92.6% | -50.3% | +15.5% |
| 5Y | +166.0% | +53.8% | +112.1% | +124.3% |
| All | +166.0% | +55.5% | +110.5% | +124.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling