-10.0%
NVDA vs XLE
+41.9%
-52.0%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.5% | -4.8% | -4.2% |
| 7D | -11.6% | -7.9% | -3.7% | -13.4% |
| 30D | -22.1% | -4.8% | -17.2% | -22.7% |
| 3M | -20.1% | +8.4% | -28.5% | -17.3% |
| 6M | -16.8% | +12.7% | -29.5% | -12.4% |
| YTD | -4.0% | +41.3% | -45.3% | +2.3% |
| All | -10.0% | +41.9% | -52.0% | -3.5% |
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