-38.7%
NOW vs CVX
+47.0%
-85.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.7% | +3.4% | -0.6% |
| 7D | -27.5% | -5.3% | -22.2% | -27.8% |
| 30D | -20.0% | +5.1% | -25.1% | -20.2% |
| 3M | -7.9% | +14.9% | -22.8% | -8.1% |
| 6M | +18.3% | +14.9% | +3.4% | +17.3% |
| YTD | -29.0% | +46.3% | -75.3% | -24.5% |
| 1Y | -38.7% | +47.0% | -85.7% | -35.0% |
| All | -38.7% | +47.0% | -85.7% | -35.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling