+49.8%
CVX vs NXT
+208.8%
-159.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -6.9% | +8.4% | +1.6% |
| 7D | +1.6% | -6.0% | +7.6% | +1.7% |
| 30D | -0.6% | +5.4% | -6.1% | -0.8% |
| 3M | +11.0% | -9.7% | +20.7% | +11.3% |
| 6M | +18.4% | -25.3% | +43.8% | +19.1% |
| YTD | +45.9% | +7.5% | +38.5% | +42.6% |
| 1Y | +46.7% | -3.0% | +49.7% | +44.1% |
| 3Y | +71.6% | +171.4% | -99.8% | +51.1% |
| All | +49.8% | +208.8% | -159.0% | +27.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling