+17.9%
NOW vs CVX
+41.5%
-23.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.3% | -1.7% | -2.8% |
| 7D | -2.4% | +3.3% | -5.7% | -2.9% |
| 30D | +20.5% | +12.9% | +7.6% | +18.4% |
| 3M | +18.3% | +11.7% | +6.6% | +16.2% |
| 6M | +24.1% | +14.1% | +9.9% | +21.3% |
| YTD | -7.8% | +40.7% | -48.5% | -13.1% |
| 1Y | -21.4% | +37.5% | -58.9% | -25.7% |
| All | +17.9% | +41.5% | -23.6% | +8.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling