-39.2%
NCLH vs XOP
+49.8%
-89.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | -0.6% |
| 7D | -6.5% | +2.6% | -9.1% | -5.0% |
| 30D | -23.3% | +15.4% | -38.7% | -16.1% |
| 3M | -18.6% | +12.1% | -30.7% | -11.6% |
| 6M | -26.2% | +19.7% | -45.9% | -19.3% |
| YTD | -30.2% | +52.4% | -82.6% | -26.2% |
| 1Y | -39.2% | +47.6% | -86.7% | -35.8% |
| All | -39.2% | +49.8% | -89.0% | -35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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