+219.2%
CVX vs NI
+143.3%
+75.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +2.6% | 0.0% | +2.6% | +2.6% |
| 30D | +9.8% | -1.4% | +11.2% | +10.4% |
| 3M | +16.2% | -10.6% | +26.8% | +21.2% |
| 6M | +13.6% | -9.3% | +22.9% | +17.5% |
| YTD | +44.4% | +1.1% | +43.2% | +42.6% |
| 1Y | +40.6% | +3.4% | +37.2% | +37.3% |
| 3Y | +48.2% | +67.9% | -19.7% | +16.1% |
| 5Y | +172.3% | +98.0% | +74.3% | +94.5% |
| All | +219.2% | +143.3% | +75.9% | +119.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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