+52,522.0%
NVDA vs XOP
+78.0%
+52,444.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.4% |
| 7D | -12.7% | +6.3% | -19.1% | -15.2% |
| 30D | -26.4% | -6.6% | -19.8% | -24.3% |
| 3M | -27.6% | +3.6% | -31.2% | -29.2% |
| 6M | -27.7% | +10.8% | -38.5% | -32.0% |
| YTD | -12.5% | +48.3% | -60.7% | -29.1% |
| 1Y | -12.6% | +42.9% | -55.6% | -28.3% |
| 3Y | +235.9% | +43.3% | +192.6% | +170.7% |
| 5Y | +438.2% | +94.0% | +344.3% | +263.6% |
| 10Y | +7,445.8% | +53.7% | +7,392.1% | +4,597.2% |
| All | +52,522.0% | +78.0% | +52,444.1% | +20,650.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling