+1,022.8%
NBIS vs XOM
+46.3%
+976.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.0% | -1.6% |
| 7D | -0.8% | +4.1% | -4.9% | -0.8% |
| 30D | -13.4% | +4.6% | -17.9% | -13.4% |
| 3M | +1.0% | +14.0% | -12.9% | +0.6% |
| 6M | +100.5% | +11.0% | +89.5% | +97.5% |
| YTD | +168.3% | +40.7% | +127.6% | +144.1% |
| 1Y | +151.8% | +52.3% | +99.5% | +120.2% |
| All | +1,022.8% | +46.3% | +976.5% | +824.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling