+40.6%
NVDL vs XOP
+49.8%
-9.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.5% | +1.4% |
| 7D | +11.7% | +2.6% | +9.1% | +12.5% |
| 30D | +7.8% | +15.4% | -7.6% | +12.8% |
| 3M | +3.3% | +12.1% | -8.8% | +8.0% |
| 6M | +38.9% | +19.7% | +19.2% | +41.5% |
| YTD | +28.5% | +52.4% | -23.9% | +26.0% |
| 1Y | +40.6% | +47.6% | -7.0% | +38.6% |
| All | +40.6% | +49.8% | -9.2% | +38.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling