+40.6%
CVX vs NXT
+23.4%
+17.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | +0.7% |
| 7D | +2.6% | -1.9% | +4.5% | +2.5% |
| 30D | +9.8% | -20.0% | +29.9% | +8.2% |
| 3M | +16.2% | -30.7% | +46.9% | +14.1% |
| 6M | +13.6% | -29.0% | +42.6% | +11.9% |
| YTD | +44.4% | -4.8% | +49.2% | +42.2% |
| 1Y | +40.6% | +22.8% | +17.8% | +45.2% |
| All | +40.6% | +23.4% | +17.2% | +45.2% |
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