+117.5%
CVX vs NU
+33.5%
+84.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +0.7% | -4.2% | +4.9% | +0.9% |
| 30D | +9.1% | +10.0% | -0.9% | +8.5% |
| 3M | +13.1% | +29.3% | -16.2% | +11.4% |
| 6M | +16.3% | +0.9% | +15.3% | +16.0% |
| YTD | +43.5% | -10.3% | +53.8% | +44.0% |
| 1Y | +40.2% | -3.2% | +43.3% | +39.9% |
| 3Y | +44.2% | +120.6% | -76.3% | +35.8% |
| All | +117.5% | +33.5% | +84.0% | +100.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 10y: compounded portfolio wealth divided by compounded NU 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…
10y analysis · Full analysis span regression · 6 months rolling