+508.6%
NVDA vs XLE
+150.1%
+358.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | -8.8% | -12.0% | +3.2% | -4.8% |
| 30D | -21.4% | -2.7% | -18.7% | -20.8% |
| 3M | -14.7% | +6.6% | -21.3% | -16.9% |
| 6M | -10.0% | +9.5% | -19.5% | -13.5% |
| YTD | +0.3% | +40.6% | -40.2% | -14.1% |
| 1Y | -0.5% | +43.6% | -44.1% | -15.8% |
| 3Y | +309.2% | +58.1% | +251.1% | +229.6% |
| All | +508.6% | +150.1% | +358.5% | +299.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling