+103.5%
NU vs XOP
+36.1%
+67.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | -4.2% | +1.6% | -5.8% | -4.6% |
| 30D | +10.0% | +9.6% | +0.4% | +7.6% |
| 3M | +29.3% | +16.9% | +12.3% | +24.1% |
| 6M | +0.9% | +24.0% | -23.1% | -7.0% |
| YTD | -10.3% | +56.2% | -66.5% | -25.6% |
| 1Y | -3.2% | +51.8% | -54.9% | -19.1% |
| All | +103.5% | +36.1% | +67.4% | +70.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling