+1,101.8%
NBIS vs CVX
+52.8%
+1,048.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.4% | -1.4% |
| 7D | +17.8% | +1.0% | +16.8% | +17.8% |
| 30D | +30.5% | +10.7% | +19.9% | +30.3% |
| 3M | +9.2% | +15.5% | -6.3% | +9.2% |
| 6M | +153.2% | +14.9% | +138.3% | +149.9% |
| YTD | +187.1% | +44.2% | +142.9% | +156.2% |
| 1Y | +151.1% | +43.5% | +107.6% | +123.8% |
| All | +1,101.8% | +52.8% | +1,048.9% | +853.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling