+23.4%
NVDA vs XOP
+54.9%
-31.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.2% |
| 7D | -4.3% | +1.6% | -5.9% | -4.0% |
| 30D | +0.5% | +9.6% | -9.1% | +2.1% |
| 3M | +9.1% | +16.9% | -7.9% | +12.5% |
| 6M | +18.5% | +24.0% | -5.6% | +20.6% |
| YTD | +17.4% | +56.2% | -38.8% | +18.6% |
| 1Y | +23.4% | +51.8% | -28.3% | +24.7% |
| All | +23.4% | +54.9% | -31.5% | +24.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling