+151.8%
NBIS vs CVX
+42.2%
+109.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.2% |
| 7D | -0.8% | +2.6% | -3.4% | +0.7% |
| 30D | -13.4% | +9.8% | -23.2% | -8.5% |
| 3M | +1.0% | +16.2% | -15.2% | +11.8% |
| 6M | +100.5% | +13.6% | +86.9% | +117.5% |
| YTD | +168.3% | +44.4% | +123.9% | +190.4% |
| 1Y | +151.8% | +40.6% | +111.2% | +160.3% |
| All | +151.8% | +42.2% | +109.6% | +160.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CVX.
Daily Out/Under-Performance
Portfolio return minus CVX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVX 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 CVX 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