+1,972.6%
NOW vs CVX
+261.9%
+1,710.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -3.0% | -9.7% | +6.7% | -0.2% |
| 30D | -26.0% | +3.6% | -29.7% | -27.0% |
| 3M | -13.1% | +13.3% | -26.4% | -16.6% |
| 6M | +14.5% | +16.9% | -2.4% | +8.7% |
| YTD | -33.4% | +43.4% | -76.8% | -40.9% |
| 1Y | -40.6% | +44.5% | -85.1% | -47.4% |
| 3Y | -16.3% | +64.0% | -80.3% | -29.6% |
| 5Y | -26.3% | +126.4% | -152.7% | -44.9% |
| 10Y | +512.7% | +209.4% | +303.4% | +283.9% |
| All | +1,972.6% | +261.9% | +1,710.7% | +1,177.5% |
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