+2,622.7%
NVDL vs XOP
+53.3%
+2,569.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.4% | -2.1% |
| 7D | -0.8% | +1.0% | -1.8% | -1.3% |
| 30D | +3.4% | +10.8% | -7.4% | -1.6% |
| 3M | +8.1% | +19.5% | -11.3% | -1.9% |
| 6M | +31.9% | +21.6% | +10.3% | +14.5% |
| YTD | +21.1% | +55.8% | -34.7% | -11.8% |
| 1Y | +34.0% | +54.6% | -20.6% | -3.1% |
| 3Y | +677.9% | +36.6% | +641.3% | +471.4% |
| All | +2,622.7% | +53.3% | +2,569.4% | +1,855.6% |
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 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