+47.6%
XOP vs NRG
-18.6%
+66.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.4% | -7.3% | -0.7% |
| 7D | +2.6% | +7.1% | -4.5% | +2.7% |
| 30D | +15.4% | -1.4% | +16.9% | +15.4% |
| 3M | +12.1% | -10.5% | +22.5% | +12.3% |
| 6M | +19.7% | -26.7% | +46.4% | +20.9% |
| YTD | +52.4% | -24.5% | +76.9% | +53.2% |
| 1Y | +47.6% | -18.6% | +66.1% | +47.9% |
| All | +47.6% | -18.6% | +66.2% | +47.9% |
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