-14.0%
NVDA vs XLE
+45.6%
-59.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.5% | -5.9% | -4.0% |
| 7D | -8.5% | +4.4% | -12.9% | -7.7% |
| 30D | -27.3% | -4.3% | -23.0% | -28.1% |
| 3M | -25.8% | +6.0% | -31.8% | -24.1% |
| 6M | -24.6% | +13.2% | -37.8% | -21.0% |
| YTD | -10.7% | +46.7% | -57.4% | -5.1% |
| 1Y | -14.0% | +46.6% | -60.7% | -8.0% |
| All | -14.0% | +45.6% | -59.6% | -8.0% |
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