+51.6%
XOM vs NTAP
+50.3%
+1.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.6% |
| 7D | +1.9% | -1.0% | +2.8% | +1.9% |
| 30D | +4.1% | -7.5% | +11.6% | +4.2% |
| 3M | +10.4% | +14.6% | -4.2% | +10.4% |
| 6M | +13.0% | +91.0% | -78.0% | +11.6% |
| YTD | +40.1% | +73.7% | -33.6% | +38.4% |
| All | +51.6% | +50.3% | +1.3% | +49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 NTAP 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