+45.3%
XOP vs NRG
-50.8%
+96.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -13.5% | +7.1% | -6.5% |
| 7D | -10.5% | -13.7% | +3.2% | -10.6% |
| 30D | -4.3% | -13.6% | +9.2% | -4.4% |
| 3M | +4.7% | -28.5% | +33.2% | +3.8% |
| 6M | -0.1% | -45.8% | +45.7% | -1.1% |
| YTD | +43.8% | -46.9% | +90.8% | +42.5% |
| 1Y | +45.3% | -49.7% | +95.0% | +44.7% |
| All | +45.3% | -50.8% | +96.1% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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