+921.2%
NVDA vs XLE
+227.9%
+693.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.1% | -2.4% |
| 7D | +3.8% | 0.0% | +3.8% | +3.8% |
| 30D | +0.8% | +12.6% | -11.9% | -3.3% |
| 3M | +8.2% | +11.8% | -3.7% | +3.7% |
| 6M | +27.1% | +16.1% | +11.0% | +19.2% |
| YTD | +21.2% | +46.9% | -25.7% | +2.9% |
| 1Y | +34.3% | +53.3% | -19.0% | +11.6% |
| 3Y | +396.3% | +54.9% | +341.3% | +306.8% |
| All | +921.2% | +227.9% | +693.3% | +573.0% |
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 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