+497,379.9%
NVDA vs XLE
+1,013.0%
+496,367.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | -8.8% | -12.0% | +3.2% | -1.7% |
| 30D | -21.4% | -2.7% | -18.7% | -20.3% |
| 3M | -14.7% | +6.6% | -21.3% | -18.4% |
| 6M | -10.0% | +9.5% | -19.5% | -16.0% |
| YTD | +0.3% | +40.6% | -40.2% | -20.5% |
| 1Y | -0.5% | +43.6% | -44.1% | -22.4% |
| 3Y | +309.2% | +58.1% | +251.1% | +196.0% |
| 5Y | +530.1% | +152.2% | +377.9% | +226.5% |
| 10Y | +11,159.1% | +172.9% | +10,986.1% | +4,833.4% |
| All | +497,379.9% | +1,013.0% | +496,367.0% | +110,987.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling