+875.7%
NVDA vs CVX
+166.4%
+709.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.1% |
| 7D | -4.3% | +0.7% | -5.0% | -4.5% |
| 30D | +0.5% | +9.1% | -8.6% | -1.6% |
| 3M | +9.1% | +13.1% | -4.0% | +5.6% |
| 6M | +18.5% | +16.3% | +2.2% | +12.8% |
| YTD | +17.4% | +43.5% | -26.1% | +3.9% |
| 1Y | +23.4% | +40.2% | -16.7% | +9.9% |
| 3Y | +380.6% | +44.2% | +336.3% | +318.1% |
| 5Y | +875.7% | +170.6% | +705.1% | +615.9% |
| All | +875.7% | +166.4% | +709.3% | +615.9% |
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