+1,194.4%
CVX vs NVMI
+1,976.9%
-782.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +2.0% |
| 7D | +1.0% | +6.9% | -6.0% | +0.6% |
| 30D | +10.7% | -2.8% | +13.5% | +10.8% |
| 3M | +15.5% | -27.3% | +42.8% | +17.0% |
| 6M | +14.9% | -13.7% | +28.6% | +14.9% |
| YTD | +44.2% | +13.8% | +30.4% | +41.6% |
| 1Y | +43.5% | +34.9% | +8.7% | +39.2% |
| 3Y | +45.0% | +213.5% | -168.6% | +31.9% |
| 5Y | +172.2% | +272.5% | -100.3% | +143.1% |
| 10Y | +221.9% | +3,142.4% | -2,920.5% | +160.3% |
| All | +1,194.4% | +1,976.9% | -782.5% | +908.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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