+52.3%
XOM vs NU
-5.9%
+58.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.1% | +0.1% |
| 7D | +4.1% | -4.9% | +9.0% | +3.4% |
| 30D | +4.6% | +7.8% | -3.2% | +5.8% |
| 3M | +14.0% | +20.9% | -7.0% | +17.1% |
| 6M | +11.0% | +0.9% | +10.1% | +13.0% |
| YTD | +40.7% | -12.7% | +53.4% | +43.1% |
| 1Y | +52.3% | -6.4% | +58.7% | +53.5% |
| All | +52.3% | -5.9% | +58.2% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 NU 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