+201.7%
XOM vs NU
+36.3%
+165.4%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | -2.4% | +6.0% | -8.4% | -2.6% |
| 30D | +5.7% | +10.8% | -5.1% | +5.1% |
| 3M | +6.6% | +32.2% | -25.6% | +5.0% |
| 6M | +7.7% | +5.1% | +2.5% | +7.2% |
| YTD | +36.2% | -8.4% | +44.6% | +36.6% |
| 1Y | +50.5% | +0.7% | +49.8% | +49.9% |
| 3Y | +53.4% | +125.1% | -71.7% | +44.7% |
| All | +201.7% | +36.3% | +165.4% | +181.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling