+192.9%
XOM vs NBIX
+219.9%
-27.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +4.1% | +0.4% | +3.7% | +4.0% |
| 30D | +4.6% | -0.2% | +4.8% | +4.6% |
| 3M | +14.0% | -4.0% | +17.9% | +14.3% |
| 6M | +11.0% | +20.6% | -9.6% | +7.7% |
| YTD | +40.7% | +10.1% | +30.6% | +38.1% |
| 1Y | +52.3% | +8.8% | +43.5% | +49.3% |
| 3Y | +60.5% | +42.5% | +18.0% | +48.1% |
| 5Y | +266.4% | +61.5% | +204.9% | +228.5% |
| All | +192.9% | +219.9% | -27.0% | +147.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 NBIX 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