-42.5%
NOW vs CVX
+41.3%
-83.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.1% |
| 7D | -8.7% | -6.2% | -2.5% | -9.2% |
| 30D | -29.3% | -0.4% | -28.9% | -29.6% |
| 3M | -21.8% | +9.3% | -31.2% | -22.1% |
| 6M | +9.2% | +18.4% | -9.1% | +8.7% |
| YTD | -35.0% | +42.5% | -77.4% | -30.6% |
| 1Y | -42.5% | +41.0% | -83.6% | -38.8% |
| All | -42.5% | +41.3% | -83.8% | -38.8% |
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 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