+34.4%
NVDA vs XLE
+49.3%
-14.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +0.6% |
| 7D | +5.9% | +2.2% | +3.7% | +6.5% |
| 30D | +5.1% | +11.8% | -6.7% | +8.3% |
| 3M | +5.4% | +9.8% | -4.5% | +8.5% |
| 6M | +26.0% | +15.6% | +10.4% | +29.4% |
| YTD | +23.7% | +45.3% | -21.6% | +28.1% |
| 1Y | +34.4% | +48.3% | -13.9% | +38.6% |
| All | +34.4% | +49.3% | -14.9% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 XLE 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