+219.2%
CVX vs NBIX
+219.9%
-0.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | +2.6% | +0.4% | +2.2% | +2.6% |
| 30D | +9.8% | -0.2% | +10.0% | +9.8% |
| 3M | +16.2% | -4.0% | +20.2% | +16.5% |
| 6M | +13.6% | +20.6% | -7.0% | +9.8% |
| YTD | +44.4% | +10.1% | +34.2% | +41.2% |
| 1Y | +40.6% | +8.8% | +31.8% | +37.4% |
| 3Y | +48.2% | +42.5% | +5.7% | +35.4% |
| 5Y | +172.3% | +61.5% | +110.8% | +140.7% |
| All | +219.2% | +219.9% | -0.7% | +166.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 10y: compounded portfolio wealth divided by compounded NBIX 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…
10y analysis · Full analysis span regression · 6 months rolling