+4,711.1%
CVX vs NI
+5,156.7%
-445.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.7% | +0.1% |
| 7D | -0.6% | +2.3% | -2.9% | -1.5% |
| 30D | +13.4% | -1.7% | +15.1% | +14.1% |
| 3M | +11.8% | -8.0% | +19.8% | +15.4% |
| 6M | +12.4% | -8.6% | +21.1% | +16.0% |
| YTD | +41.5% | +2.3% | +39.2% | +39.3% |
| 1Y | +41.6% | +6.9% | +34.7% | +36.6% |
| 3Y | +42.2% | +70.6% | -28.3% | +11.7% |
| 5Y | +166.0% | +96.4% | +69.6% | +94.3% |
| 10Y | +207.2% | +136.1% | +71.1% | +102.3% |
| All | +4,711.1% | +5,156.7% | -445.5% | +1,232.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling