+2,771.1%
NOW vs CVX
+255.1%
+2,516.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.3% | -1.7% | -2.6% |
| 7D | -2.4% | +3.3% | -5.7% | -3.3% |
| 30D | +20.5% | +12.9% | +7.6% | +16.3% |
| 3M | +18.3% | +11.7% | +6.6% | +14.3% |
| 6M | +24.1% | +14.1% | +9.9% | +18.8% |
| YTD | -7.8% | +40.7% | -48.5% | -17.3% |
| 1Y | -21.4% | +37.5% | -58.9% | -29.2% |
| 3Y | +19.5% | +43.9% | -24.4% | +4.8% |
| 5Y | +4.1% | +161.5% | -157.4% | -25.5% |
| 10Y | +826.4% | +215.1% | +611.3% | +475.8% |
| All | +2,771.1% | +255.1% | +2,516.1% | +1,686.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling