+7,836.4%
NVDA vs XOP
+53.9%
+7,782.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.3% |
| 7D | -12.7% | +6.3% | -19.1% | -14.5% |
| 30D | -26.4% | -6.6% | -19.8% | -24.9% |
| 3M | -27.6% | +3.6% | -31.2% | -28.7% |
| 6M | -27.7% | +10.8% | -38.5% | -30.8% |
| YTD | -12.5% | +48.3% | -60.7% | -25.1% |
| 1Y | -12.6% | +42.9% | -55.6% | -24.4% |
| 3Y | +235.9% | +43.3% | +192.6% | +186.8% |
| 5Y | +438.2% | +94.0% | +344.3% | +311.1% |
| All | +7,836.4% | +53.9% | +7,782.6% | +5,995.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 10y: compounded portfolio wealth divided by compounded XOP 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…
10y analysis · Full analysis span regression · 6 months rolling