+10,310.1%
NVDA vs XLE
+167.3%
+10,142.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.5% | -4.8% | -4.5% |
| 7D | -11.6% | -7.9% | -3.7% | -8.5% |
| 30D | -22.1% | -4.8% | -17.2% | -20.6% |
| 3M | -20.1% | +8.4% | -28.5% | -23.1% |
| 6M | -16.8% | +12.7% | -29.5% | -21.6% |
| YTD | -4.0% | +41.3% | -45.3% | -19.0% |
| 1Y | -4.8% | +42.3% | -47.1% | -20.1% |
| 3Y | +281.7% | +65.1% | +216.6% | +197.0% |
| 5Y | +485.4% | +150.2% | +335.2% | +269.0% |
| 10Y | +10,310.1% | +163.9% | +10,146.2% | +6,890.1% |
| All | +10,310.1% | +167.3% | +10,142.8% | +6,890.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling