+1,022.8%
NBIS vs CVX
+53.0%
+969.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.6% |
| 7D | -0.8% | +2.6% | -3.4% | -0.8% |
| 30D | -13.4% | +9.8% | -23.2% | -13.5% |
| 3M | +1.0% | +16.2% | -15.2% | +1.0% |
| 6M | +100.5% | +13.6% | +86.9% | +98.8% |
| YTD | +168.3% | +44.4% | +123.9% | +139.3% |
| 1Y | +151.8% | +40.6% | +111.2% | +127.2% |
| All | +1,022.8% | +53.0% | +969.7% | +790.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling