+53,601.3%
NVDA vs XOP
+76.4%
+53,524.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.6% | -6.0% | -5.1% |
| 7D | -8.5% | +5.2% | -13.7% | -10.6% |
| 30D | -27.3% | -8.4% | -18.9% | -24.6% |
| 3M | -25.8% | +2.9% | -28.7% | -27.1% |
| 6M | -24.6% | +8.8% | -33.4% | -28.5% |
| YTD | -10.7% | +46.9% | -57.6% | -27.4% |
| 1Y | -14.0% | +41.5% | -55.5% | -29.1% |
| 3Y | +244.9% | +43.1% | +201.7% | +178.0% |
| 5Y | +449.3% | +92.2% | +357.1% | +272.6% |
| 10Y | +7,600.6% | +52.3% | +7,548.2% | +4,713.6% |
| All | +53,601.3% | +76.4% | +53,524.9% | +21,164.7% |
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