+37.5%
CVX vs NTRA
+96.0%
-58.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.4% | -1.3% |
| 7D | +3.3% | +0.6% | +2.8% | +3.4% |
| 30D | +12.9% | +19.5% | -6.6% | +15.5% |
| 3M | +11.7% | +47.8% | -36.0% | +17.4% |
| 6M | +14.1% | +61.6% | -47.5% | +21.7% |
| YTD | +40.7% | +43.3% | -2.6% | +47.7% |
| 1Y | +37.5% | +97.0% | -59.5% | +43.5% |
| All | +37.5% | +96.0% | -58.5% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRA.
Daily Out/Under-Performance
Portfolio return minus NTRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRA 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 1y: compounded portfolio wealth divided by compounded NTRA 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…
1y analysis · Full analysis span regression · 6 months rolling