+45.3%
XOP vs NTR
+36.7%
+8.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +4.0% | -10.4% | -8.1% |
| 7D | -10.5% | +4.3% | -14.9% | -12.3% |
| 30D | -4.3% | +2.6% | -6.9% | -5.6% |
| 3M | +4.7% | +8.5% | -3.8% | +0.6% |
| 6M | -0.1% | -3.3% | +3.3% | +1.1% |
| YTD | +43.8% | +19.6% | +24.2% | +31.6% |
| 1Y | +45.3% | +37.6% | +7.7% | +24.3% |
| All | +45.3% | +36.7% | +8.6% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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