+39.9%
XOP vs NTRA
+507.7%
-467.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.7% | +0.1% |
| 7D | +2.6% | +0.2% | +2.4% | +2.6% |
| 30D | +9.6% | +4.1% | +5.5% | +9.3% |
| 3M | +20.4% | +50.0% | -29.7% | +17.0% |
| 6M | +19.9% | +67.3% | -47.4% | +14.9% |
| YTD | +56.4% | +43.6% | +12.8% | +52.1% |
| 1Y | +52.4% | +89.2% | -36.8% | +42.2% |
| 3Y | +39.9% | +502.5% | -462.7% | +20.1% |
| All | +39.9% | +507.7% | -467.8% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRA.
Daily Out/Under-Performance
Portfolio return minus NTRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRA 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 3y: compounded portfolio wealth divided by compounded NTRA 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…
3y analysis · Full analysis span regression · 6 months rolling