+23.5%
NVDA vs XOM
+53.3%
-29.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | +0.1% |
| 7D | -5.1% | +4.1% | -9.2% | -3.9% |
| 30D | -2.5% | +4.6% | -7.1% | -0.9% |
| 3M | +6.7% | +14.0% | -7.3% | +11.4% |
| 6M | +17.6% | +11.0% | +6.6% | +21.3% |
| YTD | +17.3% | +40.7% | -23.4% | +29.2% |
| 1Y | +23.5% | +52.3% | -28.8% | +41.3% |
| All | +23.5% | +53.3% | -29.8% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XOM.
Daily Out/Under-Performance
Portfolio return minus XOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOM 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 XOM 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