+28.0%
NBIS vs XOM
+53.6%
-25.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.6% | -2.1% | -8.8% |
| 7D | -22.4% | -7.0% | -15.4% | -25.0% |
| 30D | -39.1% | +3.2% | -42.4% | -37.9% |
| 3M | -37.3% | +10.7% | -48.0% | -33.9% |
| 6M | -19.8% | +11.6% | -31.4% | -14.7% |
| YTD | +69.1% | +43.5% | +25.6% | +86.2% |
| 1Y | +28.0% | +52.6% | -24.6% | +45.5% |
| All | +28.0% | +53.6% | -25.6% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XOM.
Daily Out/Under-Performance
Portfolio return minus XOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOM 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 XOM 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