+167.0%
CVX vs NTRA
+172.0%
-5.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.2% | +0.6% |
| 7D | +2.6% | +0.2% | +2.4% | +2.6% |
| 30D | +9.8% | +4.1% | +5.7% | +9.6% |
| 3M | +16.2% | +50.0% | -33.8% | +13.8% |
| 6M | +13.6% | +67.3% | -53.7% | +10.3% |
| YTD | +44.4% | +43.6% | +0.8% | +41.3% |
| 1Y | +40.6% | +89.2% | -48.6% | +34.9% |
| 3Y | +48.2% | +502.5% | -454.4% | +30.3% |
| All | +167.0% | +172.0% | -5.0% | +131.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling