+128.3%
CVX vs NDAQ
+69.3%
+59.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.0% |
| 7D | -1.7% | 0.0% | -1.7% | -1.7% |
| 30D | -0.8% | +16.3% | -17.1% | -3.9% |
| 3M | +9.4% | +15.8% | -6.4% | +6.0% |
| 6M | +17.5% | +24.8% | -7.3% | +11.7% |
| YTD | +43.8% | +14.1% | +29.8% | +39.1% |
| 1Y | +41.9% | +26.5% | +15.4% | +33.1% |
| 3Y | +69.1% | +119.1% | -50.0% | +33.5% |
| 5Y | +128.3% | +70.9% | +57.4% | +88.9% |
| All | +128.3% | +69.3% | +59.0% | +88.9% |
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