+14,551.4%
NVDA vs XOP
+58.4%
+14,493.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.3% |
| 7D | -4.3% | +1.6% | -5.9% | -4.8% |
| 30D | +0.5% | +9.6% | -9.1% | -2.4% |
| 3M | +9.1% | +16.9% | -7.9% | +3.2% |
| 6M | +18.5% | +24.0% | -5.6% | +8.8% |
| YTD | +17.4% | +56.2% | -38.8% | -0.6% |
| 1Y | +23.4% | +51.8% | -28.3% | +5.1% |
| 3Y | +380.6% | +37.0% | +343.6% | +317.6% |
| 5Y | +875.7% | +163.4% | +712.3% | +584.3% |
| All | +14,551.4% | +58.4% | +14,493.0% | +10,973.3% |
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