+48.7%
CVX vs NVD
-99.2%
+147.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -1.3% |
| 7D | +3.3% | -11.1% | +14.5% | +3.2% |
| 30D | +12.9% | -13.3% | +26.1% | +12.8% |
| 3M | +11.7% | -19.8% | +31.5% | +11.6% |
| 6M | +14.1% | -48.8% | +62.9% | +13.1% |
| YTD | +40.7% | -49.7% | +90.3% | +39.5% |
| 1Y | +37.5% | -61.4% | +98.9% | +35.6% |
| 3Y | +43.9% | -99.1% | +143.1% | +46.1% |
| All | +48.7% | -99.2% | +147.9% | +51.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling