+27.2%
NFLX vs CVX
+172.5%
-145.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.9% | -1.3% |
| 7D | -8.1% | +1.0% | -9.1% | -8.3% |
| 30D | -0.3% | +10.7% | -11.0% | -2.3% |
| 3M | -6.6% | +15.5% | -22.1% | -9.4% |
| 6M | -22.7% | +14.9% | -37.6% | -25.1% |
| YTD | -18.9% | +44.2% | -63.1% | -25.4% |
| 1Y | -39.8% | +43.5% | -83.3% | -44.7% |
| 3Y | +71.7% | +45.0% | +26.7% | +55.4% |
| 5Y | +27.2% | +172.2% | -144.9% | -2.8% |
| All | +27.2% | +172.5% | -145.2% | -2.8% |
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