+50.7%
XLE vs NVDL
+15.4%
+35.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | +1.7% | -10.3% | +12.0% | +1.1% |
| 30D | +6.7% | -7.1% | +13.9% | +6.5% |
| 3M | +14.9% | +6.6% | +8.3% | +15.5% |
| 6M | +15.9% | +21.1% | -5.2% | +17.8% |
| YTD | +47.7% | +15.2% | +32.5% | +49.7% |
| 1Y | +50.7% | +18.8% | +31.9% | +57.6% |
| All | +50.7% | +15.4% | +35.3% | +57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 NVDL 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