-8.5%
NFLX vs CVX
+133.8%
-142.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.5% | -1.2% |
| 7D | -2.0% | +3.4% | -5.4% | -2.6% |
| 30D | -11.9% | -1.0% | -11.0% | -11.9% |
| 3M | -20.6% | +12.2% | -32.8% | -22.5% |
| 6M | -29.0% | +20.3% | -49.4% | -31.9% |
| YTD | -33.7% | +48.3% | -82.0% | -39.5% |
| 1Y | -46.2% | +46.9% | -93.1% | -50.8% |
| 3Y | +39.8% | +73.1% | -33.3% | +20.5% |
| All | -8.5% | +133.8% | -142.3% | -28.9% |
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