+211.7%
XOM vs NU
+30.0%
+181.8%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.1% | +0.6% |
| 7D | +4.1% | -4.9% | +9.0% | +4.3% |
| 30D | +4.6% | +7.8% | -3.2% | +4.2% |
| 3M | +14.0% | +20.9% | -7.0% | +12.8% |
| 6M | +11.0% | +0.9% | +10.1% | +10.7% |
| YTD | +40.7% | -12.7% | +53.4% | +41.4% |
| 1Y | +52.3% | -6.4% | +58.7% | +52.3% |
| 3Y | +60.5% | +98.1% | -37.6% | +52.4% |
| All | +211.7% | +30.0% | +181.8% | +191.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling