+48.0%
CVX vs NTAP
+146.1%
-98.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-09 to 2026-09-09.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.3% | +4.2% | +2.1% |
| 7D | +1.0% | +2.2% | -1.2% | +0.8% |
| 30D | +10.7% | -7.0% | +17.7% | +11.3% |
| 3M | +15.5% | +12.3% | +3.2% | +14.1% |
| 6M | +14.9% | +85.1% | -70.2% | +6.7% |
| YTD | +44.2% | +74.8% | -30.6% | +34.7% |
| 1Y | +43.5% | +52.7% | -9.2% | +36.3% |
| All | +48.0% | +146.1% | -98.1% | +31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 2023-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded NTAP 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…
2023-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling