+52.3%
XOM vs NVMI
+32.8%
+19.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.6% |
| 7D | +4.1% | -0.1% | +4.2% | +4.1% |
| 30D | +4.6% | -8.4% | +13.0% | +4.0% |
| 3M | +14.0% | -33.6% | +47.5% | +11.4% |
| 6M | +11.0% | -14.7% | +25.6% | +9.3% |
| YTD | +40.7% | +13.2% | +27.5% | +38.8% |
| 1Y | +52.3% | +29.0% | +23.3% | +53.8% |
| All | +52.3% | +32.8% | +19.5% | +53.8% |
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