+450,068.1%
NVDA vs XLE
+1,023.7%
+449,044.4%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.4% | -5.9% | -5.7% |
| 7D | -18.3% | -6.7% | -11.6% | -14.8% |
| 30D | -26.3% | -4.4% | -21.9% | -24.5% |
| 3M | -22.3% | +4.0% | -26.3% | -24.5% |
| 6M | -21.3% | +13.2% | -34.5% | -28.0% |
| YTD | -9.2% | +41.9% | -51.1% | -28.5% |
| 1Y | -14.9% | +41.6% | -56.6% | -33.1% |
| 3Y | +250.5% | +64.0% | +186.5% | +148.0% |
| 5Y | +475.8% | +158.1% | +317.7% | +193.9% |
| 10Y | +10,058.2% | +163.9% | +9,894.3% | +4,459.3% |
| All | +450,068.1% | +1,023.7% | +449,044.4% | +99,832.7% |
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