+170.6%
CVX vs NI
+94.6%
+76.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | +0.7% | -0.6% | +1.3% | +0.8% |
| 30D | +9.1% | -1.4% | +10.5% | +9.5% |
| 3M | +13.1% | -10.6% | +23.7% | +16.3% |
| 6M | +16.3% | -9.9% | +26.2% | +19.1% |
| YTD | +43.5% | +1.2% | +42.3% | +42.1% |
| 1Y | +40.2% | +4.4% | +35.7% | +37.3% |
| 3Y | +44.2% | +68.6% | -24.4% | +20.6% |
| 5Y | +170.6% | +98.0% | +72.6% | +118.7% |
| All | +170.6% | +94.6% | +76.0% | +118.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling