+62.3%
NEM vs XOP
+54.9%
+7.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.0% |
| 7D | -3.3% | +1.6% | -4.9% | -3.1% |
| 30D | +7.8% | +9.6% | -1.7% | +9.3% |
| 3M | +36.3% | +16.9% | +19.3% | +39.7% |
| 6M | +6.6% | +24.0% | -17.5% | +5.3% |
| YTD | +27.1% | +56.2% | -29.1% | +17.0% |
| 1Y | +62.3% | +51.8% | +10.6% | +50.0% |
| All | +62.3% | +54.9% | +7.4% | +50.0% |
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