+34.4%
NVDA vs XLP
+7.6%
+26.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +0.1% |
| 7D | +5.9% | -1.0% | +6.9% | +4.9% |
| 30D | +5.1% | -0.9% | +6.0% | +4.4% |
| 3M | +5.4% | +3.8% | +1.5% | +9.7% |
| 6M | +26.0% | -1.7% | +27.7% | +23.9% |
| YTD | +23.7% | +10.3% | +13.4% | +44.2% |
| 1Y | +34.4% | +7.8% | +26.6% | +51.0% |
| All | +34.4% | +7.6% | +26.7% | +51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLP.
Daily Out/Under-Performance
Portfolio return minus XLP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLP 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 XLP 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