+114.5%
CVX vs NU
+36.3%
+78.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.8% | +0.6% |
| 7D | -0.6% | +6.0% | -6.6% | -0.9% |
| 30D | +13.4% | +10.8% | +2.7% | +12.8% |
| 3M | +11.8% | +32.2% | -20.3% | +10.0% |
| 6M | +12.4% | +5.1% | +7.3% | +11.9% |
| YTD | +41.5% | -8.4% | +49.9% | +41.9% |
| 1Y | +41.6% | +0.7% | +40.9% | +41.0% |
| 3Y | +42.2% | +125.1% | -82.9% | +33.8% |
| All | +114.5% | +36.3% | +78.3% | +97.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling