+911.9%
NVDA vs XOP
+165.6%
+746.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.1% |
| 7D | -0.3% | +1.0% | -1.3% | -0.7% |
| 30D | +2.8% | +10.8% | -8.0% | -1.1% |
| 3M | +7.4% | +19.5% | -12.0% | -0.1% |
| 6M | +22.6% | +21.6% | +1.0% | +11.5% |
| YTD | +20.1% | +55.8% | -35.8% | -2.4% |
| 1Y | +31.2% | +54.6% | -23.5% | +6.3% |
| 3Y | +391.7% | +36.6% | +355.1% | +309.7% |
| 5Y | +911.9% | +160.6% | +751.2% | +583.4% |
| All | +911.9% | +165.6% | +746.3% | +583.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling