+47.0%
CVX vs NXT
+10.5%
+36.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +11.1% | -14.8% | -2.7% |
| 7D | -5.3% | +30.0% | -35.3% | -2.9% |
| 30D | +5.1% | +28.6% | -23.5% | +7.8% |
| 3M | +14.9% | +8.4% | +6.6% | +16.6% |
| 6M | +14.9% | -8.7% | +23.6% | +15.8% |
| YTD | +46.3% | +22.5% | +23.8% | +47.5% |
| 1Y | +47.0% | +6.9% | +40.1% | +48.6% |
| All | +47.0% | +10.5% | +36.6% | +48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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