-29.8%
NOW vs CVX
+43.5%
-73.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.9% | -4.2% | -2.3% |
| 7D | -4.1% | +1.0% | -5.1% | -4.1% |
| 30D | +2.9% | +10.7% | -7.8% | +3.0% |
| 3M | +22.6% | +15.5% | +7.1% | +22.1% |
| 6M | +7.5% | +14.9% | -7.4% | +7.6% |
| YTD | -14.4% | +44.2% | -58.6% | -10.2% |
| 1Y | -29.8% | +43.5% | -73.3% | -27.5% |
| All | -29.8% | +43.5% | -73.2% | -27.5% |
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