+136.0%
NVO vs XOP
+58.6%
+77.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.3% | -2.1% |
| 7D | -7.6% | +2.6% | -10.2% | -7.8% |
| 30D | -6.0% | +9.6% | -15.6% | -6.8% |
| 3M | -0.8% | +20.4% | -21.1% | -2.5% |
| 6M | +16.5% | +19.9% | -3.4% | +14.1% |
| YTD | -11.1% | +56.4% | -67.5% | -15.2% |
| 1Y | -16.7% | +52.4% | -69.2% | -20.4% |
| 3Y | -52.9% | +39.9% | -92.8% | -55.0% |
| 5Y | -3.0% | +163.7% | -166.7% | -13.2% |
| All | +136.0% | +58.6% | +77.4% | +112.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling