+45.3%
XOP vs NTAP
+66.6%
-21.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.6% | -4.8% | -6.3% |
| 7D | -10.5% | -16.1% | +5.6% | -9.5% |
| 30D | -4.3% | -15.9% | +11.6% | -3.3% |
| 3M | +4.7% | -1.2% | +5.9% | +4.4% |
| 6M | -0.1% | +70.1% | -70.1% | -6.1% |
| YTD | +43.8% | +77.9% | -34.1% | +32.2% |
| 1Y | +45.3% | +68.1% | -22.9% | +34.2% |
| All | +45.3% | +66.6% | -21.3% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 NTAP 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