+46.0%
XOM vs NVMI
+53.9%
-7.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.5% | -7.2% | -1.2% |
| 7D | +1.8% | +6.6% | -4.8% | +2.3% |
| 30D | +5.9% | -7.5% | +13.4% | +5.4% |
| 3M | +5.6% | -28.5% | +34.1% | +3.7% |
| 6M | +7.9% | -15.7% | +23.6% | +6.4% |
| YTD | +35.2% | +13.3% | +21.9% | +33.5% |
| 1Y | +46.0% | +48.3% | -2.3% | +50.5% |
| All | +46.0% | +53.9% | -7.9% | +50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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