+37.5%
CVX vs NVD
-61.9%
+99.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -1.2% |
| 7D | +3.3% | -11.1% | +14.5% | +4.1% |
| 30D | +12.9% | -13.3% | +26.1% | +13.6% |
| 3M | +11.7% | -19.8% | +31.5% | +12.7% |
| 6M | +14.1% | -48.8% | +62.9% | +17.4% |
| YTD | +40.7% | -49.7% | +90.3% | +44.5% |
| 1Y | +37.5% | -61.4% | +98.9% | +41.6% |
| All | +37.5% | -61.9% | +99.4% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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