+242.8%
NVDA vs XOP
+42.5%
+200.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.6% | -6.0% | -4.8% |
| 7D | -8.5% | +5.2% | -13.7% | -9.8% |
| 30D | -27.3% | -8.4% | -18.9% | -25.6% |
| 3M | -25.8% | +2.9% | -28.7% | -26.7% |
| 6M | -24.6% | +8.8% | -33.4% | -27.0% |
| YTD | -10.7% | +46.9% | -57.6% | -26.1% |
| 1Y | -14.0% | +41.5% | -55.5% | -27.7% |
| All | +242.8% | +42.5% | +200.3% | +180.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling