-6.4%
NU vs XOP
+53.5%
-59.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.8% | -2.6% |
| 7D | -4.9% | +2.6% | -7.5% | -4.3% |
| 30D | +7.8% | +9.6% | -1.8% | +10.1% |
| 3M | +20.9% | +20.4% | +0.6% | +26.5% |
| 6M | +0.9% | +19.9% | -19.0% | +3.6% |
| YTD | -12.7% | +56.4% | -69.1% | -14.5% |
| 1Y | -6.4% | +52.4% | -58.8% | -8.7% |
| All | -6.4% | +53.5% | -59.9% | -8.7% |
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