+600,899.8%
NVDA vs XOM
+969.6%
+599,930.2%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.8% | -2.4% |
| 7D | +3.8% | -2.4% | +6.2% | +5.0% |
| 30D | +0.8% | +5.7% | -4.9% | -2.3% |
| 3M | +8.2% | +6.6% | +1.6% | +3.8% |
| 6M | +27.1% | +7.7% | +19.4% | +19.5% |
| YTD | +21.2% | +36.2% | -15.0% | +0.4% |
| 1Y | +34.3% | +50.5% | -16.2% | +5.1% |
| 3Y | +396.3% | +53.4% | +342.9% | +271.1% |
| 5Y | +913.8% | +254.2% | +659.6% | +347.3% |
| 10Y | +14,572.5% | +177.9% | +14,394.6% | +6,786.5% |
| All | +600,899.8% | +969.6% | +599,930.2% | +156,490.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling