+87.3%
XOP vs NBIX
+1,038.6%
-951.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.4% | +0.2% |
| 7D | +2.6% | +0.4% | +2.3% | +2.6% |
| 30D | +9.6% | -0.2% | +9.8% | +9.6% |
| 3M | +20.4% | -4.0% | +24.3% | +20.9% |
| 6M | +19.9% | +20.6% | -0.7% | +14.9% |
| YTD | +56.4% | +10.1% | +46.3% | +52.1% |
| 1Y | +52.4% | +8.8% | +43.7% | +48.1% |
| 3Y | +39.9% | +42.5% | -2.6% | +26.5% |
| 5Y | +163.7% | +61.5% | +102.2% | +130.2% |
| 10Y | +56.8% | +217.6% | -160.8% | +16.0% |
| All | +87.3% | +1,038.6% | -951.3% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 NBIX 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