+124.8%
CVX vs NU
+17.5%
+107.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +11.7% | -10.1% | +1.1% |
| 7D | +3.4% | +9.9% | -6.5% | +2.9% |
| 30D | -1.0% | -11.5% | +10.5% | -0.5% |
| 3M | +12.2% | -5.1% | +17.3% | +12.1% |
| 6M | +20.3% | +3.1% | +17.2% | +19.5% |
| YTD | +48.3% | -21.0% | +69.3% | +49.4% |
| 1Y | +46.9% | -15.2% | +62.1% | +47.3% |
| 3Y | +73.1% | +56.4% | +16.7% | +65.6% |
| All | +124.8% | +17.5% | +107.3% | +107.9% |
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