+45.4%
NU vs XOP
+117.3%
-71.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -4.2% | +1.6% | -5.8% | -4.8% |
| 30D | +10.0% | +9.6% | +0.4% | +6.4% |
| 3M | +29.3% | +16.9% | +12.3% | +21.4% |
| 6M | +0.9% | +24.0% | -23.1% | -9.2% |
| YTD | -10.3% | +56.2% | -66.5% | -27.7% |
| 1Y | -3.2% | +51.8% | -54.9% | -21.3% |
| 3Y | +120.6% | +37.0% | +83.6% | +83.8% |
| All | +45.4% | +117.3% | -71.9% | -13.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling