+1,988.6%
NOW vs CVX
+258.8%
+1,729.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.6% | +1.0% |
| 7D | -3.1% | -7.5% | +4.4% | -0.9% |
| 30D | -27.0% | -0.6% | -26.5% | -27.1% |
| 3M | -17.7% | +14.0% | -31.7% | -21.1% |
| 6M | +12.7% | +18.1% | -5.4% | +6.7% |
| YTD | -32.9% | +42.2% | -75.1% | -40.3% |
| 1Y | -40.4% | +41.3% | -81.7% | -46.9% |
| 3Y | -17.1% | +68.3% | -85.4% | -30.8% |
| 5Y | -25.7% | +122.0% | -147.7% | -44.1% |
| 10Y | +504.6% | +198.6% | +306.1% | +284.3% |
| All | +1,988.6% | +258.8% | +1,729.8% | +1,190.5% |
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 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