+74,253.5%
NVDA vs XOP
+82.9%
+74,170.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.7% | +1.2% |
| 7D | +5.9% | +2.6% | +3.3% | +4.7% |
| 30D | +5.1% | +15.4% | -10.4% | -1.7% |
| 3M | +5.4% | +12.1% | -6.7% | -0.7% |
| 6M | +26.0% | +19.7% | +6.3% | +13.6% |
| YTD | +23.7% | +52.4% | -28.7% | -0.6% |
| 1Y | +34.4% | +47.6% | -13.2% | +8.9% |
| 3Y | +375.8% | +34.4% | +341.4% | +295.0% |
| 5Y | +911.8% | +154.4% | +757.4% | +502.3% |
| 10Y | +14,899.8% | +54.7% | +14,845.1% | +9,212.1% |
| All | +74,253.5% | +82.9% | +74,170.5% | +29,009.7% |
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 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