+15,200.7%
NVDA vs XLE
+175.5%
+15,025.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.3% |
| 7D | -0.3% | +0.3% | -0.7% | -0.5% |
| 30D | +2.8% | +8.5% | -5.7% | -0.7% |
| 3M | +7.4% | +14.6% | -7.2% | +0.9% |
| 6M | +22.6% | +17.6% | +5.0% | +12.9% |
| YTD | +20.1% | +48.1% | -28.0% | -0.5% |
| 1Y | +31.2% | +53.8% | -22.6% | +6.5% |
| 3Y | +391.7% | +56.2% | +335.5% | +292.2% |
| 5Y | +911.9% | +227.7% | +684.2% | +464.4% |
| 10Y | +15,200.7% | +181.3% | +15,019.4% | +9,316.1% |
| All | +15,200.7% | +175.5% | +15,025.2% | +9,316.1% |
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