+51.7%
CVX vs NVD
-99.1%
+150.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.5% | -5.0% | -0.5% |
| 7D | +0.7% | +9.0% | -8.4% | +0.8% |
| 30D | +9.1% | -5.5% | +14.6% | +9.1% |
| 3M | +13.1% | -24.6% | +37.7% | +12.7% |
| 6M | +16.3% | -42.1% | +58.3% | +15.4% |
| YTD | +43.5% | -44.3% | +87.8% | +42.5% |
| 1Y | +40.2% | -54.2% | +94.3% | +38.6% |
| 3Y | +44.2% | -99.1% | +143.4% | +46.6% |
| All | +51.7% | -99.1% | +150.8% | +54.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling